U
CZWI icon

UBS’s Citizens Community Bancorp CZWI Stock Holding History

UBS’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
2014
Q3 		$14K Buy
1,607
+888
+124% +$7.77K ﹤0.01% 8435
2014
Q2 		$6K Sell
719
-26
-3% -$210 ﹤0.01% 9330
2014
Q1 		$6K Buy
+745
New +$5.94K ﹤0.01% 9359
2013
Q4 		– Sell
-2,846
Closed -$21K – 10451
2013
Q3 		$21K Sell
2,846
-1,741
-38% -$12.8K ﹤0.01% 7988
2013
Q2 		$32K Buy
+4,587
New +$32.4K ﹤0.01% 7302

Other funds holding CZWI

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

UBS's CZWI Position: Q3 2014 in Review

UBS increased its Citizens Community Bancorp (CZWI) stake by 124% in Q3 2014, buying an estimated $7.77K and bringing the position to 1,607 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #8435.

UBS first reported a position in CZWI in Q2 2013 and has held it in 5 quarters since. The position peaked at $32K in Q2 2013. 17 funds tracked by Wall St. Rank hold CZWI as of Q3 2014.

  • UBS held 1,607 shares of Citizens Community Bancorp worth $14K as of Q3 2014.
  • UBS bought 888 Citizens Community Bancorp shares in Q3 2014, an estimated $7.77K.
  • Citizens Community Bancorp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8435 holding.
  • UBS first reported a position in Citizens Community Bancorp in Q2 2013 and has held it in 5 quarters since.
  • UBS's Citizens Community Bancorp position peaked at $32K in Q2 2013.
  • 17 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q3 2014.

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