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Rational Advisors’s Citizens CIA Stock Holding History

Rational Advisors’s Portfolio CIA Stock Details CIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-11,300
Closed -$83K – 338
2017
Q2 		$83K Buy
+11,300
New +$74.6K 0.05% 231
2017
Q1 		– Sell
-8,700
Closed -$85K – 254
2016
Q4 		$85K Sell
8,700
-6,000
-41% -$55.6K 0.08% 173
2016
Q3 		$138K Buy
+14,700
New +$136K 0.09% 184

Other funds holding CIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Rational Advisors's CIA Position: Q3 2017 in Review

Rational Advisors sold out of Citizens (CIA) in Q3 2017, closing a stake of 11,300 shares — an estimated $83K sold.

Rational Advisors first reported a position in CIA in Q3 2016 and held it in 3 quarters. The position peaked at $138K in Q3 2016. 54 funds tracked by Wall St. Rank hold CIA as of Q3 2017.

  • Rational Advisors reported no remaining Citizens position as of Q3 2017 after selling out during the quarter.
  • Rational Advisors sold 11,300 Citizens shares in Q3 2017, an estimated $83K.
  • Rational Advisors first reported a position in Citizens in Q3 2016 and held it in 3 quarters.
  • Rational Advisors's Citizens position peaked at $138K in Q3 2016.
  • 54 funds tracked by Wall St. Rank held Citizens as of Q3 2017.

Based on Rational Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.