NEXT Financial Holdings’s Citigroup C Stock Holding History

NEXT Financial Holdings’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 Q1	$371K	Buy	+5,954	New	+$370K	0.09%	192

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

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

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

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

NEXT Financial Holdings's C Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Citigroup (C) in Q1 2019: 5,954 shares worth $371K. The stake represents 0.09% of the portfolio and ranks #192 among its holdings.

1,616 funds tracked by Wall St. Rank hold C as of Q1 2019.

NEXT Financial Holdings held 5,954 shares of Citigroup worth $371K as of Q1 2019.
Citigroup was a new NEXT Financial Holdings position in Q1 2019.
Citigroup made up 0.09% of NEXT Financial Holdings's portfolio in Q1 2019, its #192 holding.
1,616 funds tracked by Wall St. Rank held Citigroup as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.