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Edge Wealth Management’s Civista Bancshares CIVB Stock Holding History

Edge Wealth 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
Q3 		– Sell
-3,500
Closed -$54K – 476
2020
Q2 		$54K Hold
3,500
– – 0.01% 265
2020
Q1 		$50K Buy
+3,500
New +$70.4K 0.01% 238

Other funds holding CIVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return

Edge Wealth Management's CIVB Position: Q3 2020 in Review

Edge Wealth Management sold out of Civista Bancshares (CIVB) in Q3 2020, closing a stake of 3,500 shares — an estimated $54K sold.

Edge Wealth Management first reported a position in CIVB in Q1 2020 and held it in 2 quarters. The position peaked at $54K in Q2 2020. 92 funds tracked by Wall St. Rank hold CIVB as of Q3 2020.

  • Edge Wealth Management reported no remaining Civista Bancshares position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 3,500 Civista Bancshares shares in Q3 2020, an estimated $54K.
  • Edge Wealth Management first reported a position in Civista Bancshares in Q1 2020 and held it in 2 quarters.
  • Edge Wealth Management's Civista Bancshares position peaked at $54K in Q2 2020.
  • 92 funds tracked by Wall St. Rank held Civista Bancshares as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.