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American Economic Planning Group’s Citigroup C Stock Holding History

American Economic Planning 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
2016
Q2 		– Sell
-23,919
Closed -$999K – 60
2016
Q1 		$999K Buy
+23,919
New +$1,000K 0.4% 16

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Economic Planning Group's C Position: Q2 2016 in Review

American Economic Planning Group sold out of Citigroup (C) in Q2 2016, closing a stake of 23,919 shares — an estimated $999K sold.

American Economic Planning Group first reported a position in C in Q1 2016 and held it in 1 quarter. The position peaked at $999K in Q1 2016. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2016.

  • American Economic Planning Group reported no remaining Citigroup position as of Q2 2016 after selling out during the quarter.
  • American Economic Planning Group sold 23,919 Citigroup shares in Q2 2016, an estimated $999K.
  • American Economic Planning Group first reported a position in Citigroup in Q1 2016 and held it in 1 quarter.
  • American Economic Planning Group's Citigroup position peaked at $999K in Q1 2016.
  • 1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2016.

Based on American Economic Planning Group's 13F filing for Q2 2016, filed 9 Aug 2016.