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Ameritas Investment Company’s Citizens Financial Group CFG Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-12,406
Closed -$548K – 938
2021
Q1 		$548K Buy
+12,406
New +$516K 0.05% 334
2020
Q2 		– Sell
-212
Closed -$4K – 507
2020
Q1 		$4K Sell
212
-138
-39% -$4.5K ﹤0.01% 1420
2019
Q4 		$14K Buy
350
+224
+178% +$8.38K ﹤0.01% 726
2019
Q3 		$4K Buy
+126
New +$4.4K ﹤0.01% 1313

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameritas Investment Company's CFG Position: Q2 2021 in Review

Ameritas Investment Company sold out of Citizens Financial Group (CFG) in Q2 2021, closing a stake of 12,406 shares — an estimated $548K sold.

Ameritas Investment Company first reported a position in CFG in Q3 2019 and held it in 4 quarters. The position peaked at $548K in Q1 2021. 696 funds tracked by Wall St. Rank hold CFG as of Q2 2021.

  • Ameritas Investment Company reported no remaining Citizens Financial Group position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 12,406 Citizens Financial Group shares in Q2 2021, an estimated $548K.
  • Ameritas Investment Company first reported a position in Citizens Financial Group in Q3 2019 and held it in 4 quarters.
  • Ameritas Investment Company's Citizens Financial Group position peaked at $548K in Q1 2021.
  • 696 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.