Butensky & Cohen Financial Security’s Citigroup C Stock Holding History

Butensky & Cohen Financial Security’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 Q3	–	Sell	-40	Closed	-$3K	–	78
2017 Q2	$3K	Hold	40	–	–	﹤0.01%	117
2017 Q1	$2K	Hold	40	–	–	﹤0.01%	124
2016 Q4	$2K	Hold	40	–	–	﹤0.01%	120
2016 Q3	$2K	Hold	40	–	–	﹤0.01%	120
2016 Q2	$2K	Hold	40	–	–	﹤0.01%	115
2016 Q1	$2K	Hold	40	–	–	﹤0.01%	113
2015 Q4	$2K	Buy	+40	New	+$2.12K	﹤0.01%	162

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Butensky & Cohen Financial Security's C Position: Q3 2017 in Review

Butensky & Cohen Financial Security sold out of Citigroup (C) in Q3 2017, closing a stake of 40 shares — an estimated $3K sold.

Butensky & Cohen Financial Security first reported a position in C in Q4 2015 and held it in 7 quarters. The position peaked at $3K in Q2 2017. 1,469 funds tracked by Wall St. Rank hold C as of Q3 2017.

Butensky & Cohen Financial Security reported no remaining Citigroup position as of Q3 2017 after selling out during the quarter.
Butensky & Cohen Financial Security sold 40 Citigroup shares in Q3 2017, an estimated $3K.
Butensky & Cohen Financial Security first reported a position in Citigroup in Q4 2015 and held it in 7 quarters.
Butensky & Cohen Financial Security's Citigroup position peaked at $3K in Q2 2017.
1,469 funds tracked by Wall St. Rank held Citigroup as of Q3 2017.

Based on Butensky & Cohen Financial Security's 13F filing for Q3 2017, filed 20 Oct 2017.