Wellington Management Group
CZFC

Wellington Management Group’s Citizens First Corporation CZFC Stock Holding History

Wellington Management Group’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
2017
Q3 		– Sell
-33,787
Closed -$760K – 2339
2017
Q2 		$760K Sell
33,787
-1,395
-4% -$29.1K ﹤0.01% 1958
2017
Q1 		$663K Buy
35,182
+3,638
+12% +$69.1K ﹤0.01% 2027
2016
Q4 		$568K Buy
31,544
+20,406
+183% +$350K ﹤0.01% 1982
2016
Q3 		$178K Buy
+11,138
New +$175K ﹤0.01% 2146

Other funds holding CZFC

SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group's CZFC Position: Q3 2017 in Review

Wellington Management Group sold out of Citizens First Corporation (CZFC) in Q3 2017, closing a stake of 33,787 shares — an estimated $760K sold.

Wellington Management Group first reported a position in CZFC in Q3 2016 and held it in 4 quarters. The position peaked at $760K in Q2 2017. 22 funds tracked by Wall St. Rank hold CZFC as of Q3 2017.

  • Wellington Management Group reported no remaining Citizens First Corporation position as of Q3 2017 after selling out during the quarter.
  • Wellington Management Group sold 33,787 Citizens First Corporation shares in Q3 2017, an estimated $760K.
  • Wellington Management Group first reported a position in Citizens First Corporation in Q3 2016 and held it in 4 quarters.
  • Wellington Management Group's Citizens First Corporation position peaked at $760K in Q2 2017.
  • 22 funds tracked by Wall St. Rank held Citizens First Corporation as of Q3 2017.

Based on Wellington Management Group's 13F filing for Q3 2017, filed 13 Nov 2017.