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WFG Advisors’s Citizens & Northern Corp CZNC Stock Holding History

WFG Advisors’s Portfolio CZNC Stock Details CZNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-2,700
Closed -$54K – 1686
2015
Q1 		$54K Buy
2,700
+1,000
+59% +$19.8K 0.02% 705
2014
Q4 		$35K Hold
1,700
– – 0.01% 1013
2014
Q3 		$32K Buy
+1,700
New +$32.9K 0.01% 1082

Other funds holding CZNC

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

WFG Advisors's CZNC Position: Q2 2015 in Review

WFG Advisors sold out of Citizens & Northern Corp (CZNC) in Q2 2015, closing a stake of 2,700 shares — an estimated $54K sold.

WFG Advisors first reported a position in CZNC in Q3 2014 and held it in 3 quarters. The position peaked at $54K in Q1 2015. 67 funds tracked by Wall St. Rank hold CZNC as of Q2 2015.

  • WFG Advisors reported no remaining Citizens & Northern Corp position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 2,700 Citizens & Northern Corp shares in Q2 2015, an estimated $54K.
  • WFG Advisors first reported a position in Citizens & Northern Corp in Q3 2014 and held it in 3 quarters.
  • WFG Advisors's Citizens & Northern Corp position peaked at $54K in Q1 2015.
  • 67 funds tracked by Wall St. Rank held Citizens & Northern Corp as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.