Lehman Financial Resources’s Citigroup C Stock Holding History

Lehman Financial Resources’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
2018 Q3	$420K	Buy	5,860 +700	+14%	+$49.5K	0.2%	56
2018 Q2	$345K	Hold	5,160	–	–	0.17%	60
2018 Q1	$348K	Sell	5,160 -700	-12%	-$52.6K	0.18%	56
2017 Q4	$436K	Buy	5,860 +1,050	+22%	+$77.6K	0.23%	51
2017 Q3	$349K	Hold	4,810	–	–	0.18%	50
2017 Q2	$322K	Buy	4,810 +300	+7%	+$18.4K	0.18%	47
2017 Q1	$269K	Hold	4,510	–	–	0.15%	51
2016 Q4	$268K	Buy	+4,510	New	+$243K	0.15%	49
2015 Q4	–	Sell	-210	Closed	-$10K	–	100
2015 Q3	$10K	Hold	210	–	–	0.01%	306
2015 Q2	$11K	Sell	210 -2,000	-90%	-$109K	0.01%	301
2015 Q1	$114K	Hold	2,210	–	–	0.05%	88
2014 Q4	$120K	Hold	2,210	–	–	0.06%	85
2014 Q3	$115K	Buy	2,210 +200	+10%	+$10.1K	0.06%	79
2014 Q2	$95K	Buy	2,010 +990	+97%	+$47.1K	0.05%	95
2014 Q1	$49K	Buy	1,020 +10	+1%	+$498	0.03%	140
2013 Q4	$53K	Sell	1,010 -5	-0.5%	-$253	0.03%	118
2013 Q3	$49K	Buy	1,015 +1,000	+6,667%	+$50.6K	0.03%	122
2013 Q2	$1K	Buy	+15	New	+$721	﹤0.01%	333

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

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Lehman Financial Resources's C Position: Q3 2018 in Review

Lehman Financial Resources increased its Citigroup (C) stake by 14% in Q3 2018, buying an estimated $49.5K and bringing the position to 5,860 shares worth $420K. The position accounts for 0.2% of the portfolio, ranked #56.

Lehman Financial Resources first reported a position in C in Q2 2013 and has held it in 18 quarters since. The position peaked at $436K in Q4 2017. 1,618 funds tracked by Wall St. Rank hold C as of Q3 2018.

Lehman Financial Resources held 5,860 shares of Citigroup worth $420K as of Q3 2018.
Lehman Financial Resources bought 700 Citigroup shares in Q3 2018, an estimated $49.5K.
Citigroup made up 0.2% of Lehman Financial Resources's portfolio in Q3 2018, its #56 holding.
Lehman Financial Resources first reported a position in Citigroup in Q2 2013 and has held it in 18 quarters since.
Lehman Financial Resources's Citigroup position peaked at $436K in Q4 2017.
1,618 funds tracked by Wall St. Rank held Citigroup as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.