Taylor Wealth Management Partners’s Citigroup C Stock Holding History

Taylor Wealth Management Partners’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 Q3	–	Sell	-1,805	Closed	-$121K	–	135
2018 Q2	$121K	Sell	1,805 -40	-2%	-$2.75K	0.05%	58
2018 Q1	$125K	Sell	1,845 -7,350	-80%	-$552K	0.06%	57
2017 Q4	$684K	Buy	9,195 +3,720	+68%	+$275K	0.29%	44
2017 Q3	$398K	Buy	+5,475	New	+$374K	0.18%	50
2016 Q3	–	Sell	-8	Closed	–	–	161
2016 Q2	$0	Hold	8	–	–	﹤0.01%	147
2016 Q1	$0	Hold	8	–	–	﹤0.01%	146
2015 Q4	$0	Hold	8	–	–	﹤0.01%	143
2015 Q3	$0	Hold	8	–	–	﹤0.01%	162
2015 Q2	$0	Buy	+8	New	+$435	﹤0.01%	184

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Taylor Wealth Management Partners's C Position: Q3 2018 in Review

Taylor Wealth Management Partners sold out of Citigroup (C) in Q3 2018, closing a stake of 1,805 shares — an estimated $121K sold.

Taylor Wealth Management Partners first reported a position in C in Q2 2015 and held it in 9 quarters. The position peaked at $684K in Q4 2017. 1,619 funds tracked by Wall St. Rank hold C as of Q3 2018.

Taylor Wealth Management Partners reported no remaining Citigroup position as of Q3 2018 after selling out during the quarter.
Taylor Wealth Management Partners sold 1,805 Citigroup shares in Q3 2018, an estimated $121K.
Taylor Wealth Management Partners first reported a position in Citigroup in Q2 2015 and held it in 9 quarters.
Taylor Wealth Management Partners's Citigroup position peaked at $684K in Q4 2017.
1,619 funds tracked by Wall St. Rank held Citigroup as of Q3 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2018, filed 23 Oct 2018.