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Sound View Wealth Advisors’s Citigroup C Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$294K Sell
4,722
-227
-5% -$14.1K 0.09% 186
2018
Q4 		$258K Buy
+4,949
New +$313K 0.09% 189

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Sound View Wealth Advisors's C Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Citigroup (C) stake by 4.6% in Q1 2019, selling an estimated $14.1K and leaving 4,722 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #186.

Sound View Wealth Advisors first reported a position in C in Q4 2018 and has held it in 2 quarters since. 1,616 funds tracked by Wall St. Rank hold C as of Q1 2019.

  • Sound View Wealth Advisors held 4,722 shares of Citigroup worth $294K as of Q1 2019.
  • Sound View Wealth Advisors sold 227 Citigroup shares in Q1 2019, an estimated $14.1K.
  • Citigroup made up 0.09% of Sound View Wealth Advisors's portfolio in Q1 2019, its #186 holding.
  • Sound View Wealth Advisors first reported a position in Citigroup in Q4 2018 and has held it in 2 quarters since.
  • 1,616 funds tracked by Wall St. Rank held Citigroup as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.