LBA Wealth Management’s Citigroup C Stock Holding History

LBA Wealth 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
2017 Q1	$61K	Hold	1,020	–	–	0.03%	184
2016 Q4	$61K	Buy	1,020 +1,000	+5,000%	+$54K	0.03%	177
2016 Q3	$1K	Sell	20 -51	-72%	-$2.32K	﹤0.01%	426
2016 Q2	$3K	Buy	71 +51	+255%	+$2.25K	﹤0.01%	382
2016 Q1	$1K	Hold	20	–	–	﹤0.01%	402
2015 Q4	$1K	Hold	20	–	–	﹤0.01%	396
2015 Q3	$1K	Buy	+20	New	+$1.09K	﹤0.01%	328
2014 Q1	–	Sell	-300	Closed	-$16K	–	261
2013 Q4	$16K	Buy	+300	New	+$15.2K	0.01%	187

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

LBA Wealth Management's C Position: Q1 2017 in Review

LBA Wealth Management held its Citigroup (C) position steady in Q1 2017 at 1,020 shares worth $61K. The position accounts for 0.03% of the portfolio, ranked #184.

LBA Wealth Management first reported a position in C in Q4 2013 and has held it in 8 quarters since. 1,378 funds tracked by Wall St. Rank hold C as of Q1 2017.

LBA Wealth Management held 1,020 shares of Citigroup worth $61K as of Q1 2017.
LBA Wealth Management left its Citigroup share count unchanged in Q1 2017.
Citigroup made up 0.03% of LBA Wealth Management's portfolio in Q1 2017, its #184 holding.
LBA Wealth Management first reported a position in Citigroup in Q4 2013 and has held it in 8 quarters since.
1,378 funds tracked by Wall St. Rank held Citigroup as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.