Kennedy Capital Management’s Citizens Community Bancorp CZWI Stock Holding History

Kennedy Capital 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
2018 Q4	–	Sell	-253,855	Closed	-$3.55M	–	697
2018 Q3	$3.55M	Hold	253,855	–	–	0.07%	495
2018 Q2	$3.59M	Buy	253,855 +13,564	+6%	+$188K	0.07%	502
2018 Q1	$3.37M	Sell	240,291 -22,027	-8%	-$303K	0.07%	504
2017 Q4	$3.54M	Buy	262,318 +20,683	+9%	+$282K	0.06%	525
2017 Q3	$3.37M	Buy	241,635 +75,784	+46%	+$1.05M	0.06%	538
2017 Q2	$2.26M	Buy	165,851 +79,801	+93%	+$1.11M	0.04%	572
2017 Q1	$1.19M	Buy	+86,050	New	+$1.1M	0.02%	652

Other funds holding CZWI

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kennedy Capital Management's CZWI Position: Q4 2018 in Review

Kennedy Capital Management sold out of Citizens Community Bancorp (CZWI) in Q4 2018, closing a stake of 253,855 shares — an estimated $3.55M sold.

Kennedy Capital Management first reported a position in CZWI in Q1 2017 and held it in 7 quarters. The position peaked at $3.59M in Q2 2018. 32 funds tracked by Wall St. Rank hold CZWI as of Q4 2018.

Kennedy Capital Management reported no remaining Citizens Community Bancorp position as of Q4 2018 after selling out during the quarter.
Kennedy Capital Management sold 253,855 Citizens Community Bancorp shares in Q4 2018, an estimated $3.55M.
Kennedy Capital Management first reported a position in Citizens Community Bancorp in Q1 2017 and held it in 7 quarters.
Kennedy Capital Management's Citizens Community Bancorp position peaked at $3.59M in Q2 2018.
32 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q4 2018.

Based on Kennedy Capital Management's 13F filing for Q4 2018, filed 12 Feb 2019.