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Edge Wealth Management’s Citizens Community Bancorp CZWI Stock Holding History

Edge Wealth Management’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
2016
Q3 		– Sell
-10,000
Closed -$107K – 492
2016
Q2 		$107K Buy
+10,000
New +$95.1K 0.04% 133

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Vanguard Group
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APCM
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Franklin Resources
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BCM
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Goldman Sachs
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Geode Capital Management
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Edge Wealth Management's CZWI Position: Q3 2016 in Review

Edge Wealth Management sold out of Citizens Community Bancorp (CZWI) in Q3 2016, closing a stake of 10,000 shares — an estimated $107K sold.

Edge Wealth Management first reported a position in CZWI in Q2 2016 and held it in 1 quarter. The position peaked at $107K in Q2 2016. 16 funds tracked by Wall St. Rank hold CZWI as of Q3 2016.

  • Edge Wealth Management reported no remaining Citizens Community Bancorp position as of Q3 2016 after selling out during the quarter.
  • Edge Wealth Management sold 10,000 Citizens Community Bancorp shares in Q3 2016, an estimated $107K.
  • Edge Wealth Management first reported a position in Citizens Community Bancorp in Q2 2016 and held it in 1 quarter.
  • Edge Wealth Management's Citizens Community Bancorp position peaked at $107K in Q2 2016.
  • 16 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q3 2016.

Based on Edge Wealth Management's 13F filing for Q3 2016, filed 13 Oct 2016.