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White River Investment Partners’s Citigroup C Stock Holding History

White River Investment 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
2014
Q1 		– Sell
-129,601
Closed -$6.75M – 17
2013
Q4 		$6.75M Buy
+129,601
New +$6.56M 7.32% 6

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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

White River Investment Partners's C Position: Q1 2014 in Review

White River Investment Partners sold out of Citigroup (C) in Q1 2014, closing a stake of 129,601 shares — an estimated $6.75M sold.

White River Investment Partners first reported a position in C in Q4 2013 and held it in 1 quarter. The position peaked at $6.75M in Q4 2013. 1,159 funds tracked by Wall St. Rank hold C as of Q1 2014.

  • White River Investment Partners reported no remaining Citigroup position as of Q1 2014 after selling out during the quarter.
  • White River Investment Partners sold 129,601 Citigroup shares in Q1 2014, an estimated $6.75M.
  • White River Investment Partners first reported a position in Citigroup in Q4 2013 and held it in 1 quarter.
  • White River Investment Partners's Citigroup position peaked at $6.75M in Q4 2013.
  • 1,159 funds tracked by Wall St. Rank held Citigroup as of Q1 2014.

Based on White River Investment Partners's 13F filing for Q1 2014, filed 9 May 2014.