Pinnacle Advisory Group’s Citigroup C Stock Holding History

Pinnacle Advisory 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
2021 Q1	$291K	Buy	+3,997	New	+$267K	0.01%	206
2019 Q3	–	Sell	-4,110	Closed	-$288K	–	158
2019 Q2	$288K	Hold	4,110	–	–	0.02%	138
2019 Q1	$256K	Sell	4,110 -7	-0.2%	-$435	0.02%	144
2018 Q4	$214K	Sell	4,117 -1,490	-27%	-$94.3K	0.02%	144
2018 Q3	$402K	Sell	5,607 -586	-9%	-$41.4K	0.03%	120
2018 Q2	$414K	Sell	6,193 -761	-11%	-$52.4K	0.03%	109
2018 Q1	$469K	Buy	6,954 +275	+4%	+$20.7K	0.03%	122
2017 Q4	$497K	Buy	6,679 +290	+5%	+$21.4K	0.03%	131
2017 Q3	$465K	Sell	6,389 -500	-7%	-$34.1K	0.03%	122
2017 Q2	$461K	Sell	6,889 -94	-1%	-$5.76K	0.03%	119
2017 Q1	$418K	Sell	6,983 -255	-4%	-$15.1K	0.03%	123
2016 Q4	$430K	Buy	7,238 +2,681	+59%	+$145K	0.03%	119
2016 Q3	$221K	Buy	+4,557	New	+$207K	0.02%	119

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pinnacle Advisory Group's C Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in Citigroup (C) in Q1 2021: 3,997 shares worth $291K. The stake represents 0.01% of the portfolio and ranks #206 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in C as recently as Q2 2019.

Pinnacle Advisory Group first reported a position in C in Q3 2016 and has held it in 13 quarters since. The position peaked at $497K in Q4 2017. 1,719 funds tracked by Wall St. Rank hold C as of Q1 2021.

Pinnacle Advisory Group held 3,997 shares of Citigroup worth $291K as of Q1 2021.
Citigroup was a new Pinnacle Advisory Group position in Q1 2021.
Citigroup made up 0.01% of Pinnacle Advisory Group's portfolio in Q1 2021, its #206 holding.
Pinnacle Advisory Group first reported a position in Citigroup in Q3 2016 and has held it in 13 quarters since.
Pinnacle Advisory Group's Citigroup position peaked at $497K in Q4 2017.
1,719 funds tracked by Wall St. Rank held Citigroup as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.