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TCI Wealth Advisors’s Civista Bancshares CIVB Stock Holding History

TCI Wealth Advisors’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
Q4 		– Sell
-207
Closed -$3K – 1555
2020
Q3 		$3K Buy
+207
New +$2.82K ﹤0.01% 926

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

TCI Wealth Advisors's CIVB Position: Q4 2020 in Review

TCI Wealth Advisors sold out of Civista Bancshares (CIVB) in Q4 2020, closing a stake of 207 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in CIVB in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 91 funds tracked by Wall St. Rank hold CIVB as of Q4 2020.

  • TCI Wealth Advisors reported no remaining Civista Bancshares position as of Q4 2020 after selling out during the quarter.
  • TCI Wealth Advisors sold 207 Civista Bancshares shares in Q4 2020, an estimated $3K.
  • TCI Wealth Advisors first reported a position in Civista Bancshares in Q3 2020 and held it in 1 quarter.
  • TCI Wealth Advisors's Civista Bancshares position peaked at $3K in Q3 2020.
  • 91 funds tracked by Wall St. Rank held Civista Bancshares as of Q4 2020.

Based on TCI Wealth Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.