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Advisor Group’s Citigroup C Stock Holding History

Advisor Group’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
2019
Q1 		– Sell
-3
Closed -$1K – 5214
2018
Q4 		$1K Hold
3
– – ﹤0.01% 4933
2018
Q3 		$7K Hold
3
– – ﹤0.01% 4437
2018
Q2 		$5K Hold
3
– – ﹤0.01% 4365
2018
Q1 		$6K Buy
+3
New +$225 ﹤0.01% 4317

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group's C Position: Q4 2019 in Review

Advisor Group increased its Citigroup (C) stake by 2.8% in Q4 2019, buying an estimated $365K and bringing the position to 179,033 shares worth $14.3M. The position accounts for 0.1% of the portfolio, ranked #185.

Advisor Group first reported a position in C in Q2 2016 and has held it in 15 quarters since. 1,749 funds tracked by Wall St. Rank hold C as of Q4 2019.

  • Advisor Group held 179,033 shares of Citigroup worth $14.3M as of Q4 2019.
  • Advisor Group bought 4,939 Citigroup shares in Q4 2019, an estimated $365K.
  • Citigroup made up 0.1% of Advisor Group's portfolio in Q4 2019, its #185 holding.
  • Advisor Group first reported a position in Citigroup in Q2 2016 and has held it in 15 quarters since.
  • 1,749 funds tracked by Wall St. Rank held Citigroup as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.