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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services

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