Chessman Wealth Strategies RIA’s Citigroup C Stock Holding History

Chessman Wealth Strategies RIA’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 Q4	–	Sell	-69	Closed	-$5K	–	46
2018 Q3	$5K	Buy	+69	New	+$4.88K	﹤0.01%	154

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

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

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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

Chessman Wealth Strategies RIA's C Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Citigroup (C) in Q4 2018, closing a stake of 69 shares — an estimated $5K sold.

Chessman Wealth Strategies RIA first reported a position in C in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 1,599 funds tracked by Wall St. Rank hold C as of Q4 2018.

Chessman Wealth Strategies RIA reported no remaining Citigroup position as of Q4 2018 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 69 Citigroup shares in Q4 2018, an estimated $5K.
Chessman Wealth Strategies RIA first reported a position in Citigroup in Q3 2018 and held it in 1 quarter.
Chessman Wealth Strategies RIA's Citigroup position peaked at $5K in Q3 2018.
1,599 funds tracked by Wall St. Rank held Citigroup as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.