Simplicity Solutions’s Citizens CIA Stock Holding History

Simplicity Solutions’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
2016 Q1	–	Sell	-77,139	Closed	-$573K	–	244
2015 Q4	$573K	Buy	+77,139	New	+$646K	0.07%	414

Other funds holding CIA

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Simplicity Solutions's CIA Position: Q1 2016 in Review

Simplicity Solutions sold out of Citizens (CIA) in Q1 2016, closing a stake of 77,139 shares — an estimated $573K sold.

Simplicity Solutions first reported a position in CIA in Q4 2015 and held it in 1 quarter. The position peaked at $573K in Q4 2015. 60 funds tracked by Wall St. Rank hold CIA as of Q1 2016.

Simplicity Solutions reported no remaining Citizens position as of Q1 2016 after selling out during the quarter.
Simplicity Solutions sold 77,139 Citizens shares in Q1 2016, an estimated $573K.
Simplicity Solutions first reported a position in Citizens in Q4 2015 and held it in 1 quarter.
Simplicity Solutions's Citizens position peaked at $573K in Q4 2015.
60 funds tracked by Wall St. Rank held Citizens as of Q1 2016.

Based on Simplicity Solutions's 13F filing for Q1 2016, filed 26 Apr 2016.