Everest Capital’s Citigroup C Stock Holding History

Everest Capital’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 Q1	–	Sell	-195,300	Closed	-$10.2M	–	44
2013 Q4	$10.2M	Buy	+195,300	New	+$9.88M	1.72%	17
2013 Q3	–	Sell	-446,100	Closed	-$21.4M	–	41
2013 Q2	$21.4M	Buy	+446,100	New	+$21.4M	3.15%	7

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Everest Capital's C Position: Q1 2014 in Review

Everest Capital sold out of Citigroup (C) in Q1 2014, closing a stake of 195,300 shares — an estimated $10.2M sold.

Everest Capital first reported a position in C in Q2 2013 and held it in 2 quarters. The position peaked at $21.4M in Q2 2013. 1,160 funds tracked by Wall St. Rank hold C as of Q1 2014.

Everest Capital reported no remaining Citigroup position as of Q1 2014 after selling out during the quarter.
Everest Capital sold 195,300 Citigroup shares in Q1 2014, an estimated $10.2M.
Everest Capital first reported a position in Citigroup in Q2 2013 and held it in 2 quarters.
Everest Capital's Citigroup position peaked at $21.4M in Q2 2013.
1,160 funds tracked by Wall St. Rank held Citigroup as of Q1 2014.

Based on Everest Capital's 13F filing for Q1 2014, filed 15 May 2014.