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Avantax Planning Partners’s Citizens Financial Group CFG Stock Holding History

Avantax Planning Partners’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 		– Sell
-290
Closed -$11K – 429
2018
Q3 		$11K Buy
+290
New +$11.7K ﹤0.01% 849
2018
Q2 		– Sell
-24,937
Closed -$1.05M – 440
2018
Q1 		$1.05M Sell
24,937
-97
-0.4% -$4.36K 0.09% 94
2017
Q4 		$1.05M Buy
25,034
+77
+0.3% +$3.01K 0.1% 97
2017
Q3 		$945K Buy
+24,957
New +$873K 0.07% 127

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Planning Partners's CFG Position: Q4 2018 in Review

Avantax Planning Partners sold out of Citizens Financial Group (CFG) in Q4 2018, closing a stake of 290 shares — an estimated $11K sold.

Avantax Planning Partners first reported a position in CFG in Q3 2017 and held it in 4 quarters. The position peaked at $1.05M in Q4 2017. 631 funds tracked by Wall St. Rank hold CFG as of Q4 2018.

  • Avantax Planning Partners reported no remaining Citizens Financial Group position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 290 Citizens Financial Group shares in Q4 2018, an estimated $11K.
  • Avantax Planning Partners first reported a position in Citizens Financial Group in Q3 2017 and held it in 4 quarters.
  • Avantax Planning Partners's Citizens Financial Group position peaked at $1.05M in Q4 2017.
  • 631 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.