Obermeyer Wealth Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-5,800
| Closed | -$300K | – | 126 |
|
|
2015
Q4 | $300K | Sell |
5,800
-416,729
| -99% | -$21.6M | 0.03% | 99 |
|
|
2015
Q3 | $21M | Buy |
422,529
+83,494
| +25% | +$4.14M | 2.21% | 16 |
|
|
2015
Q2 | $18.7M | Buy |
339,035
+9,805
| +3% | +$542K | 1.6% | 23 |
|
|
2015
Q1 | $17M | Sell |
329,230
-4,900
| -1% | -$252K | 1.39% | 29 |
|
|
2014
Q4 | $18.1M | Buy |
+334,130
| New | +$18.1M | 1.64% | 22 |
|