FGC
C icon

Financial Gravity Companies’s Citigroup C Stock Holding History

Financial Gravity Companies’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
Q4 		$65K Buy
+1,015
New +$64.3K 0.06% 264
2018
Q1 		$64K Buy
948
+771
+436% +$58K 0.07% 253
2017
Q4 		$14K Buy
+177
New +$13.1K 0.02% 525

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Financial Gravity Companies's C Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Citigroup (C) in Q4 2018: 1,015 shares worth $65K. The stake represents 0.06% of the portfolio and ranks #264 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in C as recently as Q1 2018.

Financial Gravity Companies first reported a position in C in Q4 2017 and has held it in 3 quarters since. 1,598 funds tracked by Wall St. Rank hold C as of Q4 2018.

  • Financial Gravity Companies held 1,015 shares of Citigroup worth $65K as of Q4 2018.
  • Citigroup was a new Financial Gravity Companies position in Q4 2018.
  • Citigroup made up 0.06% of Financial Gravity Companies's portfolio in Q4 2018, its #264 holding.
  • Financial Gravity Companies first reported a position in Citigroup in Q4 2017 and has held it in 3 quarters since.
  • 1,598 funds tracked by Wall St. Rank held Citigroup as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.