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Copeland Capital Management’s Civista Bancshares CIVB Stock Holding History

Copeland Capital Management’s Portfolio CIVB Stock Details CIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-834
Closed -$12K – 275
2020
Q1 		$12K Buy
834
+84
+11% +$1.69K ﹤0.01% 189
2019
Q4 		$18K Hold
750
– – ﹤0.01% 175
2019
Q3 		$16K Buy
750
+279
+59% +$5.97K ﹤0.01% 180
2019
Q2 		$11K Hold
471
– – ﹤0.01% 215
2019
Q1 		$10K Buy
471
+22
+5% +$436 ﹤0.01% 211
2018
Q4 		$8K Buy
+449
New +$9.51K ﹤0.01% 219

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return

Copeland Capital Management's CIVB Position: Q2 2020 in Review

Copeland Capital Management sold out of Civista Bancshares (CIVB) in Q2 2020, closing a stake of 834 shares — an estimated $12K sold.

Copeland Capital Management first reported a position in CIVB in Q4 2018 and held it in 6 quarters. The position peaked at $18K in Q4 2019. 97 funds tracked by Wall St. Rank hold CIVB as of Q2 2020.

  • Copeland Capital Management reported no remaining Civista Bancshares position as of Q2 2020 after selling out during the quarter.
  • Copeland Capital Management sold 834 Civista Bancshares shares in Q2 2020, an estimated $12K.
  • Copeland Capital Management first reported a position in Civista Bancshares in Q4 2018 and held it in 6 quarters.
  • Copeland Capital Management's Civista Bancshares position peaked at $18K in Q4 2019.
  • 97 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2020.

Based on Copeland Capital Management's 13F filing for Q2 2020, filed 30 Jul 2020.