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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
2018
Q4 		$5M 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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ackerman Capital Advisors's CFG Position: Q4 2018 in Review

Ackerman Capital Advisors increased its Citizens Financial Group (CFG) stake by 2,378% in Q4 2018, buying an estimated $5M and bringing the position to 148,650 shares worth $5M. The position accounts for 0.39% of the portfolio, ranked #42.

Ackerman Capital Advisors first reported a position in CFG in Q3 2018 and has held it in 2 quarters since. 632 funds tracked by Wall St. Rank hold CFG as of Q4 2018.

  • Ackerman Capital Advisors held 148,650 shares of Citizens Financial Group worth $5M as of Q4 2018.
  • Ackerman Capital Advisors bought 142,650 Citizens Financial Group shares in Q4 2018, an estimated $5M.
  • Citizens Financial Group made up 0.39% of Ackerman Capital Advisors's portfolio in Q4 2018, its #42 holding.
  • Ackerman Capital Advisors first reported a position in Citizens Financial Group in Q3 2018 and has held it in 2 quarters since.
  • 632 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2018.

Based on Ackerman Capital Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.