IP
C.PRC.CL

Intellectus Partners’s Citigroup Inc. C.PRC.CL Stock Holding History

Intellectus Partners’s Portfolio C.PRC.CL Stock Details C.PRC.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,338
Closed -$60K – 755
2017
Q3 		$60K Hold
2,338
– – 0.02% 360
2017
Q2 		$61K Sell
2,338
-65
-3% -$1.67K 0.03% 344
2017
Q1 		$62K Sell
2,403
-150
-6% -$3.79K 0.03% 302
2016
Q4 		$63K Buy
+2,553
New +$63.5K 0.03% 285

Other funds holding C.PRC.CL

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $108M AUM 50.68% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
IAM
Integre Asset Management New York $177M AUM 32.31% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return