Keel Point Advisors’s Citigroup C Stock Holding History

Keel Point 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
2014 Q4	$328K	Buy	+6,068	New	+$322K	0.26%	43

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Keel Point Advisors's C Position: Q4 2014 in Review

Keel Point Advisors opened a new position in Citigroup (C) in Q4 2014: 6,068 shares worth $328K. The stake represents 0.26% of the portfolio and ranks #43 among its holdings.

1,234 funds tracked by Wall St. Rank hold C as of Q4 2014.

Keel Point Advisors held 6,068 shares of Citigroup worth $328K as of Q4 2014.
Citigroup was a new Keel Point Advisors position in Q4 2014.
Citigroup made up 0.26% of Keel Point Advisors's portfolio in Q4 2014, its #43 holding.
1,234 funds tracked by Wall St. Rank held Citigroup as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.