Oxford Financial Group’s Citigroup C Stock Holding History

Oxford Financial Group’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
2020 Q3	–	Sell	-5,240	Closed	-$268K	–	185
2020 Q2	$268K	Buy	+5,240	New	+$249K	0.05%	136

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oxford Financial Group's C Position: Q3 2020 in Review

Oxford Financial Group sold out of Citigroup (C) in Q3 2020, closing a stake of 5,240 shares — an estimated $268K sold.

Oxford Financial Group first reported a position in C in Q2 2020 and held it in 1 quarter. The position peaked at $268K in Q2 2020. 1,474 funds tracked by Wall St. Rank hold C as of Q3 2020.

Oxford Financial Group reported no remaining Citigroup position as of Q3 2020 after selling out during the quarter.
Oxford Financial Group sold 5,240 Citigroup shares in Q3 2020, an estimated $268K.
Oxford Financial Group first reported a position in Citigroup in Q2 2020 and held it in 1 quarter.
Oxford Financial Group's Citigroup position peaked at $268K in Q2 2020.
1,474 funds tracked by Wall St. Rank held Citigroup as of Q3 2020.

Based on Oxford Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.