Clearwater Capital Advisors’s Citigroup C Stock Holding History

Clearwater Capital 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 Q2	–	Sell	-2,115	Closed	-$143K	–	235
2018 Q1	$143K	Buy	+2,115	New	+$159K	0.03%	204

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

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

Clearwater Capital Advisors's C Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Citigroup (C) in Q2 2018, closing a stake of 2,115 shares — an estimated $143K sold.

Clearwater Capital Advisors first reported a position in C in Q1 2018 and held it in 1 quarter. The position peaked at $143K in Q1 2018. 1,587 funds tracked by Wall St. Rank hold C as of Q2 2018.

Clearwater Capital Advisors reported no remaining Citigroup position as of Q2 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 2,115 Citigroup shares in Q2 2018, an estimated $143K.
Clearwater Capital Advisors first reported a position in Citigroup in Q1 2018 and held it in 1 quarter.
Clearwater Capital Advisors's Citigroup position peaked at $143K in Q1 2018.
1,587 funds tracked by Wall St. Rank held Citigroup as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.