Acorn Wealth Advisors’s Citigroup C Stock Holding History

Acorn Wealth Advisors’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-707	Closed	-$47K	–	156
2018 Q2	$47K	Buy	707 +3	+0.4%	+$207	0.04%	282
2018 Q1	$49K	Buy	704 +2	+0.3%	+$150	0.04%	269
2017 Q4	$52K	Buy	+702	New	+$51.9K	0.05%	251

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acorn Wealth Advisors's C Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Citigroup (C) in Q3 2018, closing a stake of 707 shares — an estimated $47K sold.

Acorn Wealth Advisors first reported a position in C in Q4 2017 and held it in 3 quarters. The position peaked at $52K in Q4 2017. 1,618 funds tracked by Wall St. Rank hold C as of Q3 2018.

Acorn Wealth Advisors reported no remaining Citigroup position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 707 Citigroup shares in Q3 2018, an estimated $47K.
Acorn Wealth Advisors first reported a position in Citigroup in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Citigroup position peaked at $52K in Q4 2017.
1,618 funds tracked by Wall St. Rank held Citigroup as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.