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Ackerman Capital Advisors’s Citizens Financial Group CFG Stock Holding History

Ackerman Capital Advisors’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-148,650
Closed -$5K – 164
2018
Q4 		$5K Buy
148,650
+142,650
+2,378% +$5M 0.39% 42
2018
Q3 		$231K Buy
+6,000
New +$242K 0.8% 57

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ackerman Capital Advisors's CFG Position: Q1 2019 in Review

Ackerman Capital Advisors sold out of Citizens Financial Group (CFG) in Q1 2019, closing a stake of 148,650 shares — an estimated $5K sold.

Ackerman Capital Advisors first reported a position in CFG in Q3 2018 and held it in 2 quarters. The position peaked at $231K in Q3 2018. 657 funds tracked by Wall St. Rank hold CFG as of Q1 2019.

  • Ackerman Capital Advisors reported no remaining Citizens Financial Group position as of Q1 2019 after selling out during the quarter.
  • Ackerman Capital Advisors sold 148,650 Citizens Financial Group shares in Q1 2019, an estimated $5K.
  • Ackerman Capital Advisors first reported a position in Citizens Financial Group in Q3 2018 and held it in 2 quarters.
  • Ackerman Capital Advisors's Citizens Financial Group position peaked at $231K in Q3 2018.
  • 657 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2019.

Based on Ackerman Capital Advisors's 13F filing for Q1 2019, filed 26 Apr 2019.