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Sanchez Wealth Management Group’s Citigroup C Stock Holding History

Sanchez Wealth Management 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
2018
Q2 		– Sell
-1,896
Closed -$128K – 24
2018
Q1 		$128K Buy
+1,896
New +$143K 0.13% 24

Other funds holding C

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
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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanchez Wealth Management Group's C Position: Q2 2018 in Review

Sanchez Wealth Management Group sold out of Citigroup (C) in Q2 2018, closing a stake of 1,896 shares — an estimated $128K sold.

Sanchez Wealth Management Group first reported a position in C in Q1 2018 and held it in 1 quarter. The position peaked at $128K in Q1 2018. 1,587 funds tracked by Wall St. Rank hold C as of Q2 2018.

  • Sanchez Wealth Management Group reported no remaining Citigroup position as of Q2 2018 after selling out during the quarter.
  • Sanchez Wealth Management Group sold 1,896 Citigroup shares in Q2 2018, an estimated $128K.
  • Sanchez Wealth Management Group first reported a position in Citigroup in Q1 2018 and held it in 1 quarter.
  • Sanchez Wealth Management Group's Citigroup position peaked at $128K in Q1 2018.
  • 1,587 funds tracked by Wall St. Rank held Citigroup as of Q2 2018.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2018, filed 14 Aug 2018.