U
CZFC

UBS’s Citizens First Corporation CZFC Stock Holding History

UBS’s Portfolio CZFC Stock Details CZFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$6K Buy
569
+310
+120% +$3.47K ﹤0.01% 9345
2014
Q2 		$3K Buy
259
+149
+135% +$1.58K ﹤0.01% 9900
2014
Q1 		$1K Sell
110
-490
-82% -$4.83K ﹤0.01% 10261
2013
Q4 		$6K Buy
+600
New +$5.35K ﹤0.01% 9476

Other funds holding CZFC

AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS's CZFC Position: Q3 2014 in Review

UBS increased its Citizens First Corporation (CZFC) stake by 120% in Q3 2014, buying an estimated $3.47K and bringing the position to 569 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #9345.

UBS first reported a position in CZFC in Q4 2013 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold CZFC as of Q3 2014.

  • UBS held 569 shares of Citizens First Corporation worth $6K as of Q3 2014.
  • UBS bought 310 Citizens First Corporation shares in Q3 2014, an estimated $3.47K.
  • Citizens First Corporation made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9345 holding.
  • UBS first reported a position in Citizens First Corporation in Q4 2013 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held Citizens First Corporation as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.