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Citi shares owned by Jacobus Wealth Management

Quarter-by-quarter ownership of Citi shares owned by Jacobus Wealth Management from 13F filings

Historical chart of Jacobus Wealth Management investment in Citi

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All positions including Citi held by Jacobus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citi by Jacobus Wealth Management

Quarter filed Position value Share count Share price at filing
2017-09-30 $138k 1.9k 72.63
2017-06-30 $127k 1.9k 66.84
2017-03-31 $119k 2.0k 59.86
2016-12-31 $113k 1.9k 59.47
2014-06-30 $125k 2.6k 47.28
2013-12-31 $101k 1.9k 51.95
2011-06-30 $139k 3.3k 41.69
2011-03-31 $147k 33k 4.41

More positions owned by Jacobus Wealth Management

Spdr S&p 500 Etf (SPY)
JPMorgan Chase & Co. (JPM)
wisdomtreetrusdivd.. (DGRW)
SPDR S&P MidCap 400 ETF (MDY)
Wisdomtree Tr itl hdg div gt (IHDG)
Vanguard Dividend Appreciation ETF (VIG)
WisdomTree MidCap Dividend Fund (DON)
iShares S&P SmallCap 600 Index (IJR)
WisdomTree SmallCap Dividend Fund (DES)
BP (BP)
Powershares Etf Tr Ii s^p500 low vol
Wisdomtree Tr intl hedge eqt (HEDJ)
Vanguard Mid-Cap ETF (VO)
CenterState Banks
WisdomTree Japan Total Dividend (DXJ)

View all positions for Jacobus Wealth Management

Top funds holding Citi

Cohen Klingenstein
Lisa Snider
Grassi Investment Management
Huntington National Bank

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