Clear Perspective Advisors’s Citigroup C Stock Holding History

Clear Perspective 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
2020 Q1	–	Sell	-5,269	Closed	-$421K	–	115
2019 Q4	$421K	Hold	5,269	–	–	0.26%	87
2019 Q3	$364K	Buy	5,269 +40	+0.8%	+$2.72K	0.17%	100
2019 Q2	$366K	Sell	5,229 -1,000	-16%	-$66.9K	0.23%	96
2019 Q1	$432K	Buy	6,229 +25	+0.4%	+$1.55K	0.31%	89
2018 Q4	$323K	Sell	6,204 -915	-13%	-$57.9K	0.27%	92
2018 Q3	$511K	Buy	7,119 +60	+0.8%	+$4.24K	0.38%	80
2018 Q2	$472K	Buy	+7,059	New	+$486K	0.33%	83
2018 Q1	–	Sell	-56	Closed	-$4K	–	497
2017 Q4	$4K	Hold	56	–	–	﹤0.01%	397
2017 Q3	$4K	Hold	56	–	–	﹤0.01%	396
2017 Q2	$4K	Buy	56 +46	+460%	+$2.82K	﹤0.01%	396
2017 Q1	$1K	Hold	10	–	–	﹤0.01%	397
2016 Q4	$1K	Buy	+10	New	+$540	﹤0.01%	394

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Clear Perspective Advisors's C Position: Q1 2020 in Review

Clear Perspective Advisors sold out of Citigroup (C) in Q1 2020, closing a stake of 5,269 shares — an estimated $421K sold.

Clear Perspective Advisors first reported a position in C in Q4 2016 and held it in 12 quarters. The position peaked at $511K in Q3 2018. 1,506 funds tracked by Wall St. Rank hold C as of Q1 2020.

Clear Perspective Advisors reported no remaining Citigroup position as of Q1 2020 after selling out during the quarter.
Clear Perspective Advisors sold 5,269 Citigroup shares in Q1 2020, an estimated $421K.
Clear Perspective Advisors first reported a position in Citigroup in Q4 2016 and held it in 12 quarters.
Clear Perspective Advisors's Citigroup position peaked at $511K in Q3 2018.
1,506 funds tracked by Wall St. Rank held Citigroup as of Q1 2020.

Based on Clear Perspective Advisors's 13F filing for Q1 2020, filed 13 May 2020.