Mariner Wealth Advisors (Cincinnati)’s Citigroup C Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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	$1.76M	Sell	24,520 -921	-4%	-$65.1K	0.1%	117
2018 Q2	$1.7M	Buy	25,441 +1,246	+5%	+$85.8K	0.1%	110
2018 Q1	$1.63M	Sell	24,195 -1,954	-7%	-$147K	0.1%	108
2017 Q4	$1.95M	Buy	26,149 +19,822	+313%	+$1.47M	0.12%	93
2017 Q3	$460K	Sell	6,327 -176	-3%	-$12K	0.03%	177
2017 Q2	$435K	Buy	6,503 +1,834	+39%	+$112K	0.03%	180
2017 Q1	$279K	Buy	+4,669	New	+$276K	0.02%	222

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

Mariner Wealth Advisors (Cincinnati)'s C Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Citigroup (C) stake by 3.6% in Q3 2018, selling an estimated $65.1K and leaving 24,520 shares worth $1.76M. The position accounts for 0.1% of the portfolio, ranked #117.

Mariner Wealth Advisors (Cincinnati) first reported a position in C in Q1 2017 and has held it in 7 quarters since. The position peaked at $1.95M in Q4 2017. 1,618 funds tracked by Wall St. Rank hold C as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 24,520 shares of Citigroup worth $1.76M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 921 Citigroup shares in Q3 2018, an estimated $65.1K.
Citigroup made up 0.1% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #117 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Citigroup in Q1 2017 and has held it in 7 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Citigroup position peaked at $1.95M in Q4 2017.
1,618 funds tracked by Wall St. Rank held Citigroup as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.