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Ladenburg Thalmann Financial Services’s Citizens Community Bancorp CZWI Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q2 		– Sell
-7,100
Closed -$85K – 5290
2019
Q1 		$85K Buy
+7,100
New +$83.3K ﹤0.01% 2998

Other funds holding CZWI

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Wellington Management Group
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ladenburg Thalmann Financial Services's CZWI Position: Q2 2019 in Review

Ladenburg Thalmann Financial Services sold out of Citizens Community Bancorp (CZWI) in Q2 2019, closing a stake of 7,100 shares — an estimated $85K sold.

Ladenburg Thalmann Financial Services first reported a position in CZWI in Q1 2019 and held it in 1 quarter. The position peaked at $85K in Q1 2019. 31 funds tracked by Wall St. Rank hold CZWI as of Q2 2019.

  • Ladenburg Thalmann Financial Services reported no remaining Citizens Community Bancorp position as of Q2 2019 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 7,100 Citizens Community Bancorp shares in Q2 2019, an estimated $85K.
  • Ladenburg Thalmann Financial Services first reported a position in Citizens Community Bancorp in Q1 2019 and held it in 1 quarter.
  • Ladenburg Thalmann Financial Services's Citizens Community Bancorp position peaked at $85K in Q1 2019.
  • 31 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q2 2019, filed 15 Aug 2019.