Hefty Wealth Partners’s Citigroup C Stock Holding History

Hefty Wealth Partners’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 Q2	–	Sell	-242	Closed	-$10K	–	214
2016 Q1	$10K	Buy	+242	New	+$10.1K	0.01%	150

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 16.07% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hefty Wealth Partners's C Position: Q2 2016 in Review

Hefty Wealth Partners sold out of Citigroup (C) in Q2 2016, closing a stake of 242 shares — an estimated $10K sold.

Hefty Wealth Partners first reported a position in C in Q1 2016 and held it in 1 quarter. The position peaked at $10K in Q1 2016. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2016.

Hefty Wealth Partners reported no remaining Citigroup position as of Q2 2016 after selling out during the quarter.
Hefty Wealth Partners sold 242 Citigroup shares in Q2 2016, an estimated $10K.
Hefty Wealth Partners first reported a position in Citigroup in Q1 2016 and held it in 1 quarter.
Hefty Wealth Partners's Citigroup position peaked at $10K in Q1 2016.
1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2016.

Based on Hefty Wealth Partners's 13F filing for Q2 2016, filed 11 Jul 2016.