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Peachtree Investment Advisors’s Citigroup C Stock Holding History

Peachtree Investment Advisors’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
2015
Q3 		– Sell
-50
Closed -$3K – 126
2015
Q2 		$3K Sell
50
-170
-77% -$9.25K ﹤0.01% 281
2015
Q1 		$11K Hold
220
– – 0.01% 262
2014
Q4 		$12K Hold
220
– – 0.01% 283
2014
Q3 		$11K Buy
+220
New +$11.1K 0.01% 295

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Peachtree Investment Advisors's C Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Citigroup (C) in Q3 2015, closing a stake of 50 shares — an estimated $3K sold.

Peachtree Investment Advisors first reported a position in C in Q3 2014 and held it in 4 quarters. The position peaked at $12K in Q4 2014. 1,242 funds tracked by Wall St. Rank hold C as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Citigroup position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 50 Citigroup shares in Q3 2015, an estimated $3K.
  • Peachtree Investment Advisors first reported a position in Citigroup in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Citigroup position peaked at $12K in Q4 2014.
  • 1,242 funds tracked by Wall St. Rank held Citigroup as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.