US Financial Advisors’s Citigroup C Stock Holding History

US Financial 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
2016 Q2	–	Sell	-184	Closed	-$8K	–	92
2016 Q1	$8K	Sell	184 -138	-43%	-$5.77K	0.01%	229
2015 Q4	$17K	Hold	322	–	–	0.02%	261
2015 Q3	$16K	Sell	322 -250	-44%	-$13.7K	0.03%	229
2015 Q2	$32K	Buy	572 +84	+17%	+$4.57K	0.03%	140
2015 Q1	$25K	Sell	488 -150	-24%	-$7.64K	0.02%	168
2014 Q4	$35K	Buy	+638	New	+$33.9K	0.03%	133

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

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

BIT

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

US Financial Advisors's C Position: Q2 2016 in Review

US Financial Advisors sold out of Citigroup (C) in Q2 2016, closing a stake of 184 shares — an estimated $8K sold.

US Financial Advisors first reported a position in C in Q4 2014 and held it in 6 quarters. The position peaked at $35K in Q4 2014. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2016.

US Financial Advisors reported no remaining Citigroup position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 184 Citigroup shares in Q2 2016, an estimated $8K.
US Financial Advisors first reported a position in Citigroup in Q4 2014 and held it in 6 quarters.
US Financial Advisors's Citigroup position peaked at $35K in Q4 2014.
1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.