LWM
CIVB icon

Lenox Wealth Management’s Civista Bancshares CIVB Stock Holding History

Lenox 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
Q2 		$6K Hold
404
– – ﹤0.01% 505
2020
Q1 		$6K Hold
404
– – ﹤0.01% 457
2019
Q4 		$10K Buy
+404
New +$8.97K ﹤0.01% 441

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
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return

Lenox Wealth Management's CIVB Position: Q2 2020 in Review

Lenox Wealth Management held its Civista Bancshares (CIVB) position steady in Q2 2020 at 404 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Lenox Wealth Management first reported a position in CIVB in Q4 2019 and has held it in 3 quarters since. The position peaked at $10K in Q4 2019. 97 funds tracked by Wall St. Rank hold CIVB as of Q2 2020.

  • Lenox Wealth Management held 404 shares of Civista Bancshares worth $6K as of Q2 2020.
  • Lenox Wealth Management left its Civista Bancshares share count unchanged in Q2 2020.
  • Civista Bancshares made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #505 holding.
  • Lenox Wealth Management first reported a position in Civista Bancshares in Q4 2019 and has held it in 3 quarters since.
  • Lenox Wealth Management's Civista Bancshares position peaked at $10K in Q4 2019.
  • 97 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.