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WFG Advisors’s Citigroup C Stock Holding History

WFG 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
2017
Q2 		$598K Buy
8,948
+1,807
+25% +$111K 0.14% 177
2017
Q1 		$427K Sell
7,141
-1,480
-17% -$87.5K 0.11% 193
2016
Q4 		$512K Sell
8,621
-401
-4% -$21.6K 0.13% 201
2016
Q3 		$426K Sell
9,022
-1,120
-11% -$50.9K 0.11% 203
2016
Q2 		$430K Sell
10,142
-71
-0.7% -$3.14K 0.11% 187
2016
Q1 		$426K Sell
10,213
-1,867
-15% -$78K 0.12% 183
2015
Q4 		$625K Buy
12,080
+351
+3% +$18.6K 0.19% 137
2015
Q3 		$582K Buy
11,729
+951
+9% +$51.9K 0.18% 129
2015
Q2 		$595K Buy
10,778
+112
+1% +$6.09K 0.16% 137
2015
Q1 		$550K Sell
10,666
-3,374
-24% -$172K 0.15% 153
2014
Q4 		$760K Sell
14,040
-1,182
-8% -$62.8K 0.15% 150
2014
Q3 		$789K Sell
15,222
-2,800
-16% -$141K 0.15% 166
2014
Q2 		$849K Buy
18,022
+3
+0% +$143 0.16% 155
2014
Q1 		$858K Sell
18,019
-6,411
-26% -$319K 0.17% 144
2013
Q4 		$1.27M Sell
24,430
-1,724
-7% -$87.2K 0.18% 133
2013
Q3 		$1.27M Sell
26,154
-239
-0.9% -$12.1K 0.2% 130
2013
Q2 		$1.27M Buy
+26,393
New +$1.27M 0.21% 122

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WFG Advisors's C Position: Q2 2017 in Review

WFG Advisors increased its Citigroup (C) stake by 25% in Q2 2017, buying an estimated $111K and bringing the position to 8,948 shares worth $598K. The position accounts for 0.14% of the portfolio, ranked #177.

WFG Advisors first reported a position in C in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.27M in Q4 2013. 1,426 funds tracked by Wall St. Rank hold C as of Q2 2017.

  • WFG Advisors held 8,948 shares of Citigroup worth $598K as of Q2 2017.
  • WFG Advisors bought 1,807 Citigroup shares in Q2 2017, an estimated $111K.
  • Citigroup made up 0.14% of WFG Advisors's portfolio in Q2 2017, its #177 holding.
  • WFG Advisors first reported a position in Citigroup in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Citigroup position peaked at $1.27M in Q4 2013.
  • 1,426 funds tracked by Wall St. Rank held Citigroup as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.