Bruderman Asset Management’s Citigroup C Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-1,221	Closed	-$76K	–	176
2019 Q1	$76K	Sell	1,221 -198	-14%	-$12.3K	0.02%	225
2018 Q4	$74K	Buy	1,419 +879	+163%	+$55.7K	0.02%	211
2018 Q3	$39K	Buy	540 +2	+0.4%	+$141	0.01%	213
2018 Q2	$36K	Buy	538 +201	+60%	+$13.8K	0.01%	228
2018 Q1	$23K	Buy	+337	New	+$25.3K	0.01%	264
2017 Q3	–	Sell	-336	Closed	-$22K	–	148
2017 Q2	$22K	Buy	+336	New	+$20.6K	0.01%	266
2017 Q1	–	Sell	-336	Closed	-$20K	–	148
2016 Q4	$20K	Hold	336	–	–	0.01%	273
2016 Q3	$16K	Sell	336 -99	-23%	-$4.5K	﹤0.01%	297
2016 Q2	$18K	Hold	435	–	–	0.01%	272
2016 Q1	$18K	Hold	435	–	–	0.01%	276
2015 Q4	$23K	Hold	435	–	–	0.01%	272
2015 Q3	$22K	Hold	435	–	–	0.01%	267
2015 Q2	$24K	Buy	435 +180	+71%	+$9.79K	0.01%	287
2015 Q1	$13K	Buy	+255	New	+$13K	0.01%	325

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Bruderman Asset Management's C Position: Q2 2019 in Review

Bruderman Asset Management sold out of Citigroup (C) in Q2 2019, closing a stake of 1,221 shares — an estimated $76K sold.

Bruderman Asset Management first reported a position in C in Q1 2015 and held it in 14 quarters. The position peaked at $76K in Q1 2019. 1,608 funds tracked by Wall St. Rank hold C as of Q2 2019.

Bruderman Asset Management reported no remaining Citigroup position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 1,221 Citigroup shares in Q2 2019, an estimated $76K.
Bruderman Asset Management first reported a position in Citigroup in Q1 2015 and held it in 14 quarters.
Bruderman Asset Management's Citigroup position peaked at $76K in Q1 2019.
1,608 funds tracked by Wall St. Rank held Citigroup as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.