Citigroup
UPGD icon

Citigroup’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Citigroup’s Portfolio UPGD Stock Details UPGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-27
Closed -$1K – 7824
2019
Q3 		$1K Buy
+27
New +$1.16K ﹤0.01% 7638
2016
Q3 		– Sell
-485
Closed -$16K – 7230
2016
Q2 		$16K Sell
485
-220
-31% -$7.25K ﹤0.01% 6291
2016
Q1 		$23K Sell
705
-906
-56% -$27.4K ﹤0.01% 6493
2015
Q4 		$53K Sell
1,611
-611
-27% -$20.6K ﹤0.01% 5905
2015
Q3 		$72K Buy
2,222
+357
+19% +$12.5K ﹤0.01% 5193
2015
Q2 		$68K Buy
1,865
+585
+46% +$21.7K ﹤0.01% 5297
2015
Q1 		$47K Sell
1,280
-2,570
-67% -$90.4K ﹤0.01% 5573
2014
Q4 		$135K Buy
3,850
+1,220
+46% +$41.4K ﹤0.01% 5007
2014
Q3 		$89K Sell
2,630
-1,849
-41% -$64.1K ﹤0.01% 4865
2014
Q2 		$158K Buy
4,479
+29
+0.7% +$980 ﹤0.01% 4330
2014
Q1 		$153K Buy
4,450
+3,520
+378% +$118K ﹤0.01% 4602
2013
Q4 		$31K Buy
+930
New +$29.6K ﹤0.01% 5964

Other funds holding UPGD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup's UPGD Position: Q4 2019 in Review

Citigroup sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q4 2019, closing a stake of 27 shares — an estimated $1K sold.

Citigroup first reported a position in UPGD in Q4 2013 and held it in 12 quarters. The position peaked at $158K in Q2 2014. 25 funds tracked by Wall St. Rank hold UPGD as of Q4 2019.

  • Citigroup reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q4 2019 after selling out during the quarter.
  • Citigroup sold 27 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q4 2019, an estimated $1K.
  • Citigroup first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2013 and held it in 12 quarters.
  • Citigroup's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $158K in Q2 2014.
  • 25 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q4 2019.

Based on Citigroup's 13F filing for Q4 2019, filed 12 Feb 2020.