Torch Wealth Management’s Citigroup C Stock Holding History

Torch Wealth 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
2014 Q2	–	Sell	-100	Closed	-$5K	–	262
2014 Q1	$5K	Hold	100	–	–	﹤0.01%	280
2013 Q4	$5K	Buy	+100	New	+$5.06K	﹤0.01%	245

Other funds holding C

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

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

BIT

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Torch Wealth Management's C Position: Q2 2014 in Review

Torch Wealth Management sold out of Citigroup (C) in Q2 2014, closing a stake of 100 shares — an estimated $5K sold.

Torch Wealth Management first reported a position in C in Q4 2013 and held it in 2 quarters. The position peaked at $5K in Q1 2014. 1,140 funds tracked by Wall St. Rank hold C as of Q2 2014.

Torch Wealth Management reported no remaining Citigroup position as of Q2 2014 after selling out during the quarter.
Torch Wealth Management sold 100 Citigroup shares in Q2 2014, an estimated $5K.
Torch Wealth Management first reported a position in Citigroup in Q4 2013 and held it in 2 quarters.
Torch Wealth Management's Citigroup position peaked at $5K in Q1 2014.
1,140 funds tracked by Wall St. Rank held Citigroup as of Q2 2014.

Based on Torch Wealth Management's 13F filing for Q2 2014, filed 23 Jul 2014.