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Signature Financial Management’s Citigroup C Stock Holding History

Signature Financial Management’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
Q4 		– Sell
-3,058
Closed -$219K – 135
2018
Q3 		$219K Hold
3,058
– – 0.04% 149
2018
Q2 		$204K Buy
+3,058
New +$211K 0.04% 164
2017
Q4 		– Sell
-4,719
Closed -$245K – 121
2017
Q3 		$245K Buy
+4,719
New +$322K 0.07% 140

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Signature Financial Management's C Position: Q4 2018 in Review

Signature Financial Management sold out of Citigroup (C) in Q4 2018, closing a stake of 3,058 shares — an estimated $219K sold.

Signature Financial Management first reported a position in C in Q3 2017 and held it in 3 quarters. The position peaked at $245K in Q3 2017. 1,599 funds tracked by Wall St. Rank hold C as of Q4 2018.

  • Signature Financial Management reported no remaining Citigroup position as of Q4 2018 after selling out during the quarter.
  • Signature Financial Management sold 3,058 Citigroup shares in Q4 2018, an estimated $219K.
  • Signature Financial Management first reported a position in Citigroup in Q3 2017 and held it in 3 quarters.
  • Signature Financial Management's Citigroup position peaked at $245K in Q3 2017.
  • 1,599 funds tracked by Wall St. Rank held Citigroup as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.