Shine Investment Advisory Services’s Citigroup C Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$50K	Buy	1,160 +60	+5%	+$2.99K	0.02%	297
2020 Q2	$56K	Sell	1,100 -290	-21%	-$13.8K	0.02%	263
2020 Q1	$59K	Hold	1,390	–	–	0.03%	246
2019 Q4	$111K	Buy	1,390 +42	+3%	+$3.1K	0.04%	195
2019 Q3	$93K	Sell	1,348 -216	-14%	-$14.7K	0.04%	197
2019 Q2	$110K	Sell	1,564 -425	-21%	-$28.4K	0.05%	170
2019 Q1	$124K	Buy	1,989 +75	+4%	+$4.66K	0.06%	152
2018 Q4	$100K	Hold	1,914	–	–	0.05%	166
2018 Q3	$137K	Sell	1,914 -533	-22%	-$37.7K	0.07%	141
2018 Q2	$164K	Buy	2,447 +416	+20%	+$28.6K	0.08%	122
2018 Q1	$137K	Sell	2,031 -895	-31%	-$67.3K	0.07%	125
2017 Q4	$218K	Buy	2,926 +978	+50%	+$72.3K	0.11%	97
2017 Q3	$142K	Buy	1,948 +103	+6%	+$7.03K	0.07%	121
2017 Q2	$123K	Buy	+1,845	New	+$113K	0.06%	129

Other funds holding C

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shine Investment Advisory Services's C Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Citigroup (C) stake by 5.5% in Q3 2020, buying an estimated $2.99K and bringing the position to 1,160 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #297.

Shine Investment Advisory Services first reported a position in C in Q2 2017 and has held it in 14 quarters since. The position peaked at $218K in Q4 2017. 1,475 funds tracked by Wall St. Rank hold C as of Q3 2020.

Shine Investment Advisory Services held 1,160 shares of Citigroup worth $50K as of Q3 2020.
Shine Investment Advisory Services bought 60 Citigroup shares in Q3 2020, an estimated $2.99K.
Citigroup made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #297 holding.
Shine Investment Advisory Services first reported a position in Citigroup in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Citigroup position peaked at $218K in Q4 2017.
1,475 funds tracked by Wall St. Rank held Citigroup as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.