Braver Wealth Management’s Citigroup C Stock Holding History

Braver Wealth Management’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 Q3	–	Sell	-6,360	Closed	-$270K	–	143
2016 Q2	$270K	Sell	6,360 -940	-13%	-$41.6K	0.05%	120
2016 Q1	$305K	Buy	7,300 +1,180	+19%	+$49.3K	0.05%	124
2015 Q4	$317K	Buy	6,120 +295	+5%	+$15.7K	0.07%	69
2015 Q3	$289K	Buy	+5,825	New	+$318K	0.07%	68

Other funds holding C

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Braver Wealth Management's C Position: Q3 2016 in Review

Braver Wealth Management sold out of Citigroup (C) in Q3 2016, closing a stake of 6,360 shares — an estimated $270K sold.

Braver Wealth Management first reported a position in C in Q3 2015 and held it in 4 quarters. The position peaked at $317K in Q4 2015. 1,191 funds tracked by Wall St. Rank hold C as of Q3 2016.

Braver Wealth Management reported no remaining Citigroup position as of Q3 2016 after selling out during the quarter.
Braver Wealth Management sold 6,360 Citigroup shares in Q3 2016, an estimated $270K.
Braver Wealth Management first reported a position in Citigroup in Q3 2015 and held it in 4 quarters.
Braver Wealth Management's Citigroup position peaked at $317K in Q4 2015.
1,191 funds tracked by Wall St. Rank held Citigroup as of Q3 2016.

Based on Braver Wealth Management's 13F filing for Q3 2016, filed 26 Oct 2016.