SFS
C.WS.A

Sowell Financial Services’s Citigroup Inc C.WS.A Stock Holding History

Sowell Financial Services’s Portfolio C.WS.A Stock Details C.WS.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10,723
Closed -$769K – 561
2018
Q3 		$769K Buy
+10,723
New +$119 0.11% 141

Other funds holding C.WS.A

CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return

Sowell Financial Services's C.WS.A Position: Q4 2018 in Review

Sowell Financial Services sold out of Citigroup Inc (C.WS.A) in Q4 2018, closing a stake of 10,723 shares — an estimated $769K sold.

Sowell Financial Services first reported a position in C.WS.A in Q3 2018 and held it in 1 quarter. The position peaked at $769K in Q3 2018. 7 funds tracked by Wall St. Rank hold C.WS.A as of Q4 2018.

  • Sowell Financial Services reported no remaining Citigroup Inc position as of Q4 2018 after selling out during the quarter.
  • Sowell Financial Services sold 10,723 Citigroup Inc shares in Q4 2018, an estimated $769K.
  • Sowell Financial Services first reported a position in Citigroup Inc in Q3 2018 and held it in 1 quarter.
  • Sowell Financial Services's Citigroup Inc position peaked at $769K in Q3 2018.
  • 7 funds tracked by Wall St. Rank held Citigroup Inc as of Q4 2018.

Based on Sowell Financial Services's 13F filing for Q4 2018, filed 5 Mar 2019.