Canada Life
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Canada Life’s Citizens Community Bancorp CZWI Stock Holding History

Canada Life’s Portfolio CZWI Stock Details CZWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-105
Closed -$1K – 2600
2020
Q2 		$1K Buy
105
+59
+128% +$413 ﹤0.01% 2692
2020
Q1 		$0 Hold
46
– – ﹤0.01% 2743
2019
Q4 		$1K Buy
+46
New +$534 ﹤0.01% 2722

Other funds holding CZWI

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Life's CZWI Position: Q3 2020 in Review

Canada Life sold out of Citizens Community Bancorp (CZWI) in Q3 2020, closing a stake of 105 shares — an estimated $1K sold.

Canada Life first reported a position in CZWI in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 35 funds tracked by Wall St. Rank hold CZWI as of Q3 2020.

  • Canada Life reported no remaining Citizens Community Bancorp position as of Q3 2020 after selling out during the quarter.
  • Canada Life sold 105 Citizens Community Bancorp shares in Q3 2020, an estimated $1K.
  • Canada Life first reported a position in Citizens Community Bancorp in Q4 2019 and held it in 3 quarters.
  • Canada Life's Citizens Community Bancorp position peaked at $1K in Q2 2020.
  • 35 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q3 2020.

Based on Canada Life's 13F filing for Q3 2020, filed 13 Nov 2020.