Benchmark Capital Advisors’s Citigroup C Stock Holding History

Benchmark Capital 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 Q4	$1.51M	Buy	28,925 +200	+0.7%	+$12.7K	1.5%	22
2018 Q3	$2.06M	Buy	28,725 +1,200	+4%	+$84.8K	1.55%	17
2018 Q2	$1.84M	Sell	27,525 -1,945	-7%	-$134K	1.39%	18
2018 Q1	$1.99M	Sell	29,470 -850	-3%	-$63.9K	1.57%	16
2017 Q4	$2.26M	Hold	30,320	–	–	1.76%	16
2017 Q3	$2.21M	Sell	30,320 -1,170	-4%	-$79.9K	1.71%	15
2017 Q2	$2.11M	Sell	31,490 -11,705	-27%	-$718K	1.66%	17
2017 Q1	$2.58M	Sell	43,195 -13,585	-24%	-$803K	2.04%	15
2016 Q4	$3.37M	Buy	56,780 +950	+2%	+$51.3K	2.8%	6
2016 Q3	$2.64M	Sell	55,830 -640	-1%	-$29.1K	1.99%	13
2016 Q2	$2.39M	Buy	56,470 +2,500	+5%	+$111K	1.95%	11
2016 Q1	$2.25M	Buy	53,970 +9,900	+22%	+$414K	1.98%	16
2015 Q4	$2.28M	Sell	44,070 -260	-0.6%	-$13.8K	1.93%	15
2015 Q3	$2.2M	Sell	44,330 -350	-0.8%	-$19.1K	1.79%	14
2015 Q2	$2.47M	Sell	44,680 -510	-1%	-$27.7K	1.73%	16
2015 Q1	$2.33M	Buy	45,190 +1,280	+3%	+$65.2K	1.53%	21
2014 Q4	$2.38M	Buy	43,910 +6,490	+17%	+$345K	1.6%	19
2014 Q3	$1.94M	Buy	+37,420	New	+$1.88M	1.34%	22

Other funds holding C

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Benchmark Capital Advisors's C Position: Q4 2018 in Review

Benchmark Capital Advisors increased its Citigroup (C) stake by 0.7% in Q4 2018, buying an estimated $12.7K and bringing the position to 28,925 shares worth $1.51M. The position accounts for 1.5% of the portfolio, ranked #22.

Benchmark Capital Advisors first reported a position in C in Q3 2014 and has held it in 18 quarters since. The position peaked at $3.37M in Q4 2016. 1,599 funds tracked by Wall St. Rank hold C as of Q4 2018.

Benchmark Capital Advisors held 28,925 shares of Citigroup worth $1.51M as of Q4 2018.
Benchmark Capital Advisors bought 200 Citigroup shares in Q4 2018, an estimated $12.7K.
Citigroup made up 1.5% of Benchmark Capital Advisors's portfolio in Q4 2018, its #22 holding.
Benchmark Capital Advisors first reported a position in Citigroup in Q3 2014 and has held it in 18 quarters since.
Benchmark Capital Advisors's Citigroup position peaked at $3.37M in Q4 2016.
1,599 funds tracked by Wall St. Rank held Citigroup as of Q4 2018.

Based on Benchmark Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.