Clarfeld Financial Advisors’s Citigroup C Stock Holding History

Clarfeld Financial Advisors’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	$225K	Buy	+4,306	New	+$273K	0.19%	44

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Clarfeld Financial Advisors's C Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Citigroup (C) in Q4 2018: 4,306 shares worth $225K. The stake represents 0.19% of the portfolio and ranks #44 among its holdings.

1,600 funds tracked by Wall St. Rank hold C as of Q4 2018.

Clarfeld Financial Advisors held 4,306 shares of Citigroup worth $225K as of Q4 2018.
Citigroup was a new Clarfeld Financial Advisors position in Q4 2018.
Citigroup made up 0.19% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #44 holding.
1,600 funds tracked by Wall St. Rank held Citigroup as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.