DGI
C icon

Disciplined Growth Investors’s Citigroup C Stock Holding History

Disciplined Growth Investors’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
2014
Q3 		– Sell
-8,625
Closed -$406K – 99
2014
Q2 		$406K Buy
+8,625
New +$410K 0.01% 100

Other funds holding C

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Disciplined Growth Investors's C Position: Q3 2014 in Review

Disciplined Growth Investors sold out of Citigroup (C) in Q3 2014, closing a stake of 8,625 shares — an estimated $406K sold.

Disciplined Growth Investors first reported a position in C in Q2 2014 and held it in 1 quarter. The position peaked at $406K in Q2 2014. 1,157 funds tracked by Wall St. Rank hold C as of Q3 2014.

  • Disciplined Growth Investors reported no remaining Citigroup position as of Q3 2014 after selling out during the quarter.
  • Disciplined Growth Investors sold 8,625 Citigroup shares in Q3 2014, an estimated $406K.
  • Disciplined Growth Investors first reported a position in Citigroup in Q2 2014 and held it in 1 quarter.
  • Disciplined Growth Investors's Citigroup position peaked at $406K in Q2 2014.
  • 1,157 funds tracked by Wall St. Rank held Citigroup as of Q3 2014.

Based on Disciplined Growth Investors's 13F filing for Q3 2014, filed 12 Nov 2014.