First Western Capital Management’s Citigroup C Stock Holding History

First Western Capital Management’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
2016 Q4	–	Sell	-9,300	Closed	-$439K	–	94
2016 Q3	$439K	Sell	9,300 -700	-7%	-$31.8K	0.17%	92
2016 Q2	$424K	Hold	10,000	–	–	0.16%	92
2016 Q1	$417K	Buy	+10,000	New	+$418K	0.15%	85
2014 Q2	–	Sell	-32,000	Closed	-$1.52M	–	125
2014 Q1	$1.52M	Buy	+32,000	New	+$1.59M	0.54%	71

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

First Western Capital Management's C Position: Q4 2016 in Review

First Western Capital Management sold out of Citigroup (C) in Q4 2016, closing a stake of 9,300 shares — an estimated $439K sold.

First Western Capital Management first reported a position in C in Q1 2014 and held it in 4 quarters. The position peaked at $1.52M in Q1 2014. 1,349 funds tracked by Wall St. Rank hold C as of Q4 2016.

First Western Capital Management reported no remaining Citigroup position as of Q4 2016 after selling out during the quarter.
First Western Capital Management sold 9,300 Citigroup shares in Q4 2016, an estimated $439K.
First Western Capital Management first reported a position in Citigroup in Q1 2014 and held it in 4 quarters.
First Western Capital Management's Citigroup position peaked at $1.52M in Q1 2014.
1,349 funds tracked by Wall St. Rank held Citigroup as of Q4 2016.

Based on First Western Capital Management's 13F filing for Q4 2016, filed 19 Jan 2017.