Longer Investments’s Citigroup C Stock Holding History

Longer Investments’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	–	Sell	-34,130	Closed	-$1.77M	–	42
2014 Q3	$1.77M	Buy	+34,130	New	+$1.72M	1.43%	24

Other funds holding C

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Longer Investments's C Position: Q4 2014 in Review

Longer Investments sold out of Citigroup (C) in Q4 2014, closing a stake of 34,130 shares — an estimated $1.77M sold.

Longer Investments first reported a position in C in Q3 2014 and held it in 1 quarter. The position peaked at $1.77M in Q3 2014. 1,236 funds tracked by Wall St. Rank hold C as of Q4 2014.

Longer Investments reported no remaining Citigroup position as of Q4 2014 after selling out during the quarter.
Longer Investments sold 34,130 Citigroup shares in Q4 2014, an estimated $1.77M.
Longer Investments first reported a position in Citigroup in Q3 2014 and held it in 1 quarter.
Longer Investments's Citigroup position peaked at $1.77M in Q3 2014.
1,236 funds tracked by Wall St. Rank held Citigroup as of Q4 2014.

Based on Longer Investments's 13F filing for Q4 2014, filed 23 Jan 2015.