Boston Family Office’s Citigroup C Stock Holding History

Boston Family Office’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
2017 Q4	–	Sell	-2,900	Closed	-$211K	–	263
2017 Q3	$211K	Buy	+2,900	New	+$198K	0.02%	250

Other funds holding C

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Family Office's C Position: Q4 2017 in Review

Boston Family Office sold out of Citigroup (C) in Q4 2017, closing a stake of 2,900 shares — an estimated $211K sold.

Boston Family Office first reported a position in C in Q3 2017 and held it in 1 quarter. The position peaked at $211K in Q3 2017. 1,603 funds tracked by Wall St. Rank hold C as of Q4 2017.

Boston Family Office reported no remaining Citigroup position as of Q4 2017 after selling out during the quarter.
Boston Family Office sold 2,900 Citigroup shares in Q4 2017, an estimated $211K.
Boston Family Office first reported a position in Citigroup in Q3 2017 and held it in 1 quarter.
Boston Family Office's Citigroup position peaked at $211K in Q3 2017.
1,603 funds tracked by Wall St. Rank held Citigroup as of Q4 2017.

Based on Boston Family Office's 13F filing for Q4 2017, filed 6 Feb 2018.