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David A. Lorber’s Citigroup C Stock Holding History

David A. Lorber’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
-1,509
Closed -$90K – 37
2017
Q1 		$90K Sell
1,509
-147
-9% -$8.69K 1.57% 21
2016
Q4 		$98K Buy
+1,656
New +$89.3K 1.66% 14
2016
Q1 		– Sell
-4,224
Closed -$219K – 33
2015
Q4 		$219K Sell
4,224
-6,912
-62% -$367K 1.07% 21
2015
Q3 		$552K Buy
11,136
+1,144
+11% +$62.5K 2.11% 12
2015
Q2 		$552K Buy
9,992
+4,792
+92% +$261K 1.52% 19
2015
Q1 		$268K Buy
5,200
+4,659
+861% +$237K 0.78% 25
2014
Q4 		$29K Buy
+541
New +$28.7K 0.09% 25
2014
Q3 		– Sell
-6,753
Closed -$318K – 40
2014
Q2 		$318K Buy
+6,753
New +$321K 0.61% 24

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

David A. Lorber's C Position: Q2 2017 in Review

David A. Lorber sold out of Citigroup (C) in Q2 2017, closing a stake of 1,509 shares — an estimated $90K sold.

David A. Lorber first reported a position in C in Q2 2014 and held it in 8 quarters. The position peaked at $552K in Q3 2015. 1,427 funds tracked by Wall St. Rank hold C as of Q2 2017.

  • David A. Lorber reported no remaining Citigroup position as of Q2 2017 after selling out during the quarter.
  • David A. Lorber sold 1,509 Citigroup shares in Q2 2017, an estimated $90K.
  • David A. Lorber first reported a position in Citigroup in Q2 2014 and held it in 8 quarters.
  • David A. Lorber's Citigroup position peaked at $552K in Q3 2015.
  • 1,427 funds tracked by Wall St. Rank held Citigroup as of Q2 2017.

Based on David A. Lorber's 13F filing for Q2 2017, filed 14 Aug 2017.