Apriem Advisors’s Citizens Financial Group CFG Stock Holding History

Apriem 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 Q3	–	Sell	-1,000	Closed	-$39K	–	183
2018 Q2	$39K	Buy	+1,000	New	+$41.7K	0.01%	270

Other funds holding CFG

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Apriem Advisors's CFG Position: Q3 2018 in Review

Apriem Advisors sold out of Citizens Financial Group (CFG) in Q3 2018, closing a stake of 1,000 shares — an estimated $39K sold.

Apriem Advisors first reported a position in CFG in Q2 2018 and held it in 1 quarter. The position peaked at $39K in Q2 2018. 626 funds tracked by Wall St. Rank hold CFG as of Q3 2018.

Apriem Advisors reported no remaining Citizens Financial Group position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 1,000 Citizens Financial Group shares in Q3 2018, an estimated $39K.
Apriem Advisors first reported a position in Citizens Financial Group in Q2 2018 and held it in 1 quarter.
Apriem Advisors's Citizens Financial Group position peaked at $39K in Q2 2018.
626 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.