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Gary Goldberg Planning Services’s Citigroup C Stock Holding History

Gary Goldberg Planning Services’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
Q4 		$15K Hold
275
– – 0.01% 316
2014
Q3 		$14K Sell
275
-349
-56% -$17.5K 0.01% 341
2014
Q2 		$29K Buy
624
+369
+145% +$17.6K 0.01% 271
2014
Q1 		$12K Hold
255
– – 0.01% 314
2013
Q4 		$13K Sell
255
-170
-40% -$8.6K 0.01% 271
2013
Q3 		$21K Hold
425
– – 0.01% 249
2013
Q2 		$20K Buy
+425
New +$20.4K 0.01% 241

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Gary Goldberg Planning Services's C Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Citigroup (C) position steady in Q4 2014 at 275 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #316.

Gary Goldberg Planning Services first reported a position in C in Q2 2013 and has held it in 7 quarters since. The position peaked at $29K in Q2 2014. 1,234 funds tracked by Wall St. Rank hold C as of Q4 2014.

  • Gary Goldberg Planning Services held 275 shares of Citigroup worth $15K as of Q4 2014.
  • Gary Goldberg Planning Services left its Citigroup share count unchanged in Q4 2014.
  • Citigroup made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #316 holding.
  • Gary Goldberg Planning Services first reported a position in Citigroup in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Citigroup position peaked at $29K in Q2 2014.
  • 1,234 funds tracked by Wall St. Rank held Citigroup as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.