Legacy Financial Strategies’s Citigroup C Stock Holding History

Legacy Financial Strategies’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
2019 Q3	–	Sell	-2,911	Closed	-$208K	–	62
2019 Q2	$208K	Buy	+2,911	New	+$195K	0.19%	55

Other funds holding C

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

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Strategies's C Position: Q3 2019 in Review

Legacy Financial Strategies sold out of Citigroup (C) in Q3 2019, closing a stake of 2,911 shares — an estimated $208K sold.

Legacy Financial Strategies first reported a position in C in Q2 2019 and held it in 1 quarter. The position peaked at $208K in Q2 2019. 1,600 funds tracked by Wall St. Rank hold C as of Q3 2019.

Legacy Financial Strategies reported no remaining Citigroup position as of Q3 2019 after selling out during the quarter.
Legacy Financial Strategies sold 2,911 Citigroup shares in Q3 2019, an estimated $208K.
Legacy Financial Strategies first reported a position in Citigroup in Q2 2019 and held it in 1 quarter.
Legacy Financial Strategies's Citigroup position peaked at $208K in Q2 2019.
1,600 funds tracked by Wall St. Rank held Citigroup as of Q3 2019.

Based on Legacy Financial Strategies's 13F filing for Q3 2019, filed 1 Nov 2019.