WP Advisors’s Citigroup C Stock Holding History

WP 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
2018 Q4	–	Sell	-27	Closed	-$2K	–	93
2018 Q3	$2K	Buy	27 +1	+4%	+$71	﹤0.01%	248
2018 Q2	$2K	Buy	+26	New	+$1.79K	﹤0.01%	260

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

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

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WP Advisors's C Position: Q4 2018 in Review

WP Advisors sold out of Citigroup (C) in Q4 2018, closing a stake of 27 shares — an estimated $2K sold.

WP Advisors first reported a position in C in Q2 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 1,598 funds tracked by Wall St. Rank hold C as of Q4 2018.

WP Advisors reported no remaining Citigroup position as of Q4 2018 after selling out during the quarter.
WP Advisors sold 27 Citigroup shares in Q4 2018, an estimated $2K.
WP Advisors first reported a position in Citigroup in Q2 2018 and held it in 2 quarters.
WP Advisors's Citigroup position peaked at $2K in Q3 2018.
1,598 funds tracked by Wall St. Rank held Citigroup as of Q4 2018.

Based on WP Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.