Asset Planning Services (Pennsylvania)’s Citigroup C Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q4	–	Sell	-66	Closed	-$5K	–	92
2019 Q3	$5K	Hold	66	–	–	﹤0.01%	235
2019 Q2	$5K	Hold	66	–	–	﹤0.01%	226
2019 Q1	$4K	Hold	66	–	–	﹤0.01%	233
2018 Q4	$3K	Hold	66	–	–	﹤0.01%	240
2018 Q3	$5K	Hold	66	–	–	﹤0.01%	231
2018 Q2	$4K	Hold	66	–	–	﹤0.01%	233
2018 Q1	$4K	Hold	66	–	–	﹤0.01%	237
2017 Q4	$5K	Hold	66	–	–	﹤0.01%	236
2017 Q3	$5K	Hold	66	–	–	﹤0.01%	258
2017 Q2	$4K	Hold	66	–	–	﹤0.01%	264
2017 Q1	$4K	Sell	66 -8	-11%	-$473	﹤0.01%	258
2016 Q4	$4K	Hold	74	–	–	﹤0.01%	241
2016 Q3	$3K	Hold	74	–	–	﹤0.01%	242
2016 Q2	$3K	Hold	74	–	–	﹤0.01%	253
2016 Q1	$3K	Hold	74	–	–	﹤0.01%	239
2015 Q4	$4K	Hold	74	–	–	﹤0.01%	201
2015 Q3	$4K	Hold	74	–	–	﹤0.01%	197
2015 Q2	$4K	Buy	+74	New	+$4.03K	﹤0.01%	212

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s C Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Citigroup (C) in Q4 2019, closing a stake of 66 shares — an estimated $5K sold.

Asset Planning Services (Pennsylvania) first reported a position in C in Q2 2015 and held it in 18 quarters. The position peaked at $5K in Q3 2019. 1,749 funds tracked by Wall St. Rank hold C as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Citigroup position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 66 Citigroup shares in Q4 2019, an estimated $5K.
Asset Planning Services (Pennsylvania) first reported a position in Citigroup in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s Citigroup position peaked at $5K in Q3 2019.
1,749 funds tracked by Wall St. Rank held Citigroup as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.