MIM
C icon

Midwest Investment Management’s Citigroup C Stock Holding History

Midwest Investment 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
Q3 		$3.06M Buy
42,044
+10,214
+32% +$697K 2.52% 15
2017
Q2 		$2.13M Buy
+31,830
New +$1.95M 1.79% 23

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Midwest Investment Management's C Position: Q3 2017 in Review

Midwest Investment Management increased its Citigroup (C) stake by 32% in Q3 2017, buying an estimated $697K and bringing the position to 42,044 shares worth $3.06M. The position accounts for 2.52% of the portfolio, ranked #15.

Midwest Investment Management first reported a position in C in Q2 2017 and has held it in 2 quarters since. 1,471 funds tracked by Wall St. Rank hold C as of Q3 2017.

  • Midwest Investment Management held 42,044 shares of Citigroup worth $3.06M as of Q3 2017.
  • Midwest Investment Management bought 10,214 Citigroup shares in Q3 2017, an estimated $697K.
  • Citigroup made up 2.52% of Midwest Investment Management's portfolio in Q3 2017, its #15 holding.
  • Midwest Investment Management first reported a position in Citigroup in Q2 2017 and has held it in 2 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Citigroup as of Q3 2017.

Based on Midwest Investment Management's 13F filing for Q3 2017, filed 13 Oct 2017.