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O'Brien Wealth Partners’s Citigroup C Stock Holding History

O'Brien Wealth Partners’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
Q4 		– Sell
-14
Closed -$1K – 67
2018
Q3 		$1K Buy
+14
New +$990 ﹤0.01% 208
2018
Q2 		– Sell
-14
Closed -$1K – 110
2018
Q1 		$1K Buy
+14
New +$1.05K ﹤0.01% 175

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

O'Brien Wealth Partners's C Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Citigroup (C) in Q4 2018, closing a stake of 14 shares — an estimated $1K sold.

O'Brien Wealth Partners first reported a position in C in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 1,600 funds tracked by Wall St. Rank hold C as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Citigroup position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 14 Citigroup shares in Q4 2018, an estimated $1K.
  • O'Brien Wealth Partners first reported a position in Citigroup in Q1 2018 and held it in 2 quarters.
  • O'Brien Wealth Partners's Citigroup position peaked at $1K in Q3 2018.
  • 1,600 funds tracked by Wall St. Rank held Citigroup as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.