Creative Planning
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Creative Planning’s Citizens Community Bancorp CZWI Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-525
Closed -$7K – 2295
2017
Q2 		$7K Hold
525
– – ﹤0.01% 3810
2017
Q1 		$7K Hold
525
– – ﹤0.01% 3782
2016
Q4 		$7K Buy
+525
New +$5.97K ﹤0.01% 3747

Other funds holding CZWI

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Creative Planning's CZWI Position: Q3 2017 in Review

Creative Planning sold out of Citizens Community Bancorp (CZWI) in Q3 2017, closing a stake of 525 shares — an estimated $7K sold.

Creative Planning first reported a position in CZWI in Q4 2016 and held it in 3 quarters. The position peaked at $7K in Q2 2017. 24 funds tracked by Wall St. Rank hold CZWI as of Q3 2017.

  • Creative Planning reported no remaining Citizens Community Bancorp position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 525 Citizens Community Bancorp shares in Q3 2017, an estimated $7K.
  • Creative Planning first reported a position in Citizens Community Bancorp in Q4 2016 and held it in 3 quarters.
  • Creative Planning's Citizens Community Bancorp position peaked at $7K in Q2 2017.
  • 24 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.