Boston Trust Walden’s Citigroup C Stock Holding History

Boston Trust Walden’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 Q2	–	Sell	-3,094	Closed	-$209K	–	376
2018 Q1	$209K	Buy	3,094 +350	+13%	+$26.3K	﹤0.01%	375
2017 Q4	$204K	Buy	+2,744	New	+$203K	﹤0.01%	379

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Trust Walden's C Position: Q2 2018 in Review

Boston Trust Walden sold out of Citigroup (C) in Q2 2018, closing a stake of 3,094 shares — an estimated $209K sold.

Boston Trust Walden first reported a position in C in Q4 2017 and held it in 2 quarters. The position peaked at $209K in Q1 2018. 1,587 funds tracked by Wall St. Rank hold C as of Q2 2018.

Boston Trust Walden reported no remaining Citigroup position as of Q2 2018 after selling out during the quarter.
Boston Trust Walden sold 3,094 Citigroup shares in Q2 2018, an estimated $209K.
Boston Trust Walden first reported a position in Citigroup in Q4 2017 and held it in 2 quarters.
Boston Trust Walden's Citigroup position peaked at $209K in Q1 2018.
1,587 funds tracked by Wall St. Rank held Citigroup as of Q2 2018.

Based on Boston Trust Walden's 13F filing for Q2 2018, filed 25 Jul 2018.