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Stratos Wealth Partners’s Civista Bancshares CIVB Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-216
Closed -$5K – 1085
2018
Q3 		$5K Buy
+216
New +$5.27K ﹤0.01% 2433
2018
Q2 		– Sell
-216
Closed -$5K – 1229
2018
Q1 		$5K Sell
216
-420
-66% -$9.43K ﹤0.01% 2591
2017
Q4 		$14K Buy
+636
New +$14.2K ﹤0.01% 2020

Other funds holding CIVB

CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MHIM
MacNealy Hoover Investment Management Canton, Ohio $124M AUM 4.7% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stratos Wealth Partners's CIVB Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Civista Bancshares (CIVB) in Q4 2018, closing a stake of 216 shares — an estimated $5K sold.

Stratos Wealth Partners first reported a position in CIVB in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q4 2017. 85 funds tracked by Wall St. Rank hold CIVB as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Civista Bancshares position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 216 Civista Bancshares shares in Q4 2018, an estimated $5K.
  • Stratos Wealth Partners first reported a position in Civista Bancshares in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Civista Bancshares position peaked at $14K in Q4 2017.
  • 85 funds tracked by Wall St. Rank held Civista Bancshares as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.