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Cypress Wealth Advisors’s Citigroup C Stock Holding History

Cypress Wealth 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
2017
Q2 		– Sell
-5,010
Closed -$300K – 104
2017
Q1 		$300K Buy
5,010
+131
+3% +$7.75K 0.14% 144
2016
Q4 		$290K Buy
4,879
+53
+1% +$2.86K 0.13% 141
2016
Q3 		$228K Buy
+4,826
New +$220K 0.1% 168
2016
Q1 		– Sell
-4,682
Closed -$242K – 205
2015
Q4 		$242K Buy
4,682
+182
+4% +$9.66K 0.12% 151
2015
Q3 		$223K Buy
+4,500
New +$246K 0.12% 159

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cypress Wealth Advisors's C Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Citigroup (C) in Q2 2017, closing a stake of 5,010 shares — an estimated $300K sold.

Cypress Wealth Advisors first reported a position in C in Q3 2015 and held it in 5 quarters. The position peaked at $300K in Q1 2017. 1,426 funds tracked by Wall St. Rank hold C as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Citigroup position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 5,010 Citigroup shares in Q2 2017, an estimated $300K.
  • Cypress Wealth Advisors first reported a position in Citigroup in Q3 2015 and held it in 5 quarters.
  • Cypress Wealth Advisors's Citigroup position peaked at $300K in Q1 2017.
  • 1,426 funds tracked by Wall St. Rank held Citigroup as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.