Citigroup
USMD

Citigroup’s USMD HLDGS INC COM STK (DE) USMD Stock Holding History

Citigroup’s Portfolio USMD Stock Details USMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-233
Closed -$4K – 7329
2016
Q2 		$4K Buy
233
+133
+133% +$2.05K ﹤0.01% 6846
2016
Q1 		$1K Sell
100
-200
-67% -$1.69K ﹤0.01% 7393
2015
Q4 		$2K Buy
+300
New +$2.51K ﹤0.01% 7332
2015
Q2 		– Sell
-33
Closed – – 7979
2015
Q1 		$0 Buy
+33
New +$425 ﹤0.01% 7641
2014
Q3 		– Sell
-3,300
Closed -$39K – 7487
2014
Q2 		$39K Buy
3,300
+3,135
+1,900% +$38.4K ﹤0.01% 5337
2014
Q1 		$2K Sell
165
-421
-72% -$6.79K ﹤0.01% 6818
2013
Q4 		$11K Buy
586
+390
+199% +$9.61K ﹤0.01% 6399
2013
Q3 		$5K Buy
196
+184
+1,533% +$5.09K ﹤0.01% 6427
2013
Q2 		$0 Buy
+12
New +$204 ﹤0.01% 6853

Other funds holding USMD

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

Citigroup's USMD Position: Q3 2016 in Review

Citigroup sold out of USMD HLDGS INC COM STK (DE) (USMD) in Q3 2016, closing a stake of 233 shares — an estimated $4K sold.

Citigroup first reported a position in USMD in Q2 2013 and held it in 9 quarters. The position peaked at $39K in Q2 2014. 26 funds tracked by Wall St. Rank hold USMD as of Q3 2016.

  • Citigroup reported no remaining USMD HLDGS INC COM STK (DE) position as of Q3 2016 after selling out during the quarter.
  • Citigroup sold 233 USMD HLDGS INC COM STK (DE) shares in Q3 2016, an estimated $4K.
  • Citigroup first reported a position in USMD HLDGS INC COM STK (DE) in Q2 2013 and held it in 9 quarters.
  • Citigroup's USMD HLDGS INC COM STK (DE) position peaked at $39K in Q2 2014.
  • 26 funds tracked by Wall St. Rank held USMD HLDGS INC COM STK (DE) as of Q3 2016.

Based on Citigroup's 13F filing for Q3 2016, filed 10 Nov 2016.