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Guidant Wealth Advisors’s Citigroup C Stock Holding History

Guidant Wealth Advisors’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
2019
Q1 		– Sell
-71
Closed -$3K – 263
2018
Q4 		$3K Sell
71
-217
-75% -$13.7K ﹤0.01% 221
2018
Q3 		$20K Buy
288
+18
+7% +$1.27K 0.01% 120
2018
Q2 		$18K Sell
270
-32
-11% -$2.2K 0.01% 123
2018
Q1 		$20K Buy
302
+32
+12% +$2.4K 0.01% 112
2017
Q4 		$20K Hold
270
– – 0.01% 115
2017
Q3 		$20K Hold
270
– – 0.01% 114
2017
Q2 		$18K Buy
270
+199
+280% +$12.2K 0.01% 161
2017
Q1 		$4K Hold
71
– – ﹤0.01% 196
2016
Q4 		$4K Hold
71
– – ﹤0.01% 188
2016
Q3 		$3K Buy
+71
New +$3.23K ﹤0.01% 199

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Guidant Wealth Advisors's C Position: Q1 2019 in Review

Guidant Wealth Advisors sold out of Citigroup (C) in Q1 2019, closing a stake of 71 shares — an estimated $3K sold.

Guidant Wealth Advisors first reported a position in C in Q3 2016 and held it in 10 quarters. The position peaked at $20K in Q3 2018. 1,616 funds tracked by Wall St. Rank hold C as of Q1 2019.

  • Guidant Wealth Advisors reported no remaining Citigroup position as of Q1 2019 after selling out during the quarter.
  • Guidant Wealth Advisors sold 71 Citigroup shares in Q1 2019, an estimated $3K.
  • Guidant Wealth Advisors first reported a position in Citigroup in Q3 2016 and held it in 10 quarters.
  • Guidant Wealth Advisors's Citigroup position peaked at $20K in Q3 2018.
  • 1,616 funds tracked by Wall St. Rank held Citigroup as of Q1 2019.

Based on Guidant Wealth Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.