Atwater Malick’s Citizens Financial Group CFG Stock Holding History

Atwater Malick’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 Q4	–	Sell	-842	Closed	-$30K	–	71
2019 Q3	$30K	Buy	+842	New	+$29.4K	0.03%	92

Other funds holding CFG

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Atwater Malick's CFG Position: Q4 2019 in Review

Atwater Malick sold out of Citizens Financial Group (CFG) in Q4 2019, closing a stake of 842 shares — an estimated $30K sold.

Atwater Malick first reported a position in CFG in Q3 2019 and held it in 1 quarter. The position peaked at $30K in Q3 2019. 686 funds tracked by Wall St. Rank hold CFG as of Q4 2019.

Atwater Malick reported no remaining Citizens Financial Group position as of Q4 2019 after selling out during the quarter.
Atwater Malick sold 842 Citizens Financial Group shares in Q4 2019, an estimated $30K.
Atwater Malick first reported a position in Citizens Financial Group in Q3 2019 and held it in 1 quarter.
Atwater Malick's Citizens Financial Group position peaked at $30K in Q3 2019.
686 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2019.

Based on Atwater Malick's 13F filing for Q4 2019, filed 7 Jan 2020.