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Gyrus Investment Management’s Citigroup C Stock Holding History

Gyrus Investment 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
2015
Q2 		– Sell
-138,012
Closed -$7.11M – 15
2015
Q1 		$7.11M Buy
138,012
+2,375
+2% +$121K 1.18% 29
2014
Q4 		$7.34M Buy
135,637
+300
+0.2% +$15.9K 1.21% 28
2014
Q3 		$7.01M Buy
135,337
+10,875
+9% +$547K 1.23% 33
2014
Q2 		$5.86M Sell
124,462
-500
-0.4% -$23.8K 1.05% 39
2014
Q1 		$6.57M Buy
124,962
+6,550
+6% +$326K 1.14% 35
2013
Q4 		$6.56M Buy
118,412
+11,100
+10% +$562K 1.37% 30
2013
Q3 		$5.35M Buy
107,312
+10,025
+10% +$507K 1.17% 36
2013
Q2 		$4.92M Buy
+97,287
New +$4.68M 1.11% 38

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gyrus Investment Management's C Position: Q2 2015 in Review

Gyrus Investment Management sold out of Citigroup (C) in Q2 2015, closing a stake of 138,012 shares — an estimated $7.11M sold.

Gyrus Investment Management first reported a position in C in Q2 2013 and held it in 8 quarters. The position peaked at $7.34M in Q4 2014. 1,260 funds tracked by Wall St. Rank hold C as of Q2 2015.

  • Gyrus Investment Management reported no remaining Citigroup position as of Q2 2015 after selling out during the quarter.
  • Gyrus Investment Management sold 138,012 Citigroup shares in Q2 2015, an estimated $7.11M.
  • Gyrus Investment Management first reported a position in Citigroup in Q2 2013 and held it in 8 quarters.
  • Gyrus Investment Management's Citigroup position peaked at $7.34M in Q4 2014.
  • 1,260 funds tracked by Wall St. Rank held Citigroup as of Q2 2015.

Based on Gyrus Investment Management's 13F filing for Q2 2015.