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Beck Mack & Oliver’s Citizens Financial Group CFG Stock Holding History

Beck Mack & Oliver’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
2015
Q2 		– Sell
-15,000
Closed -$362K – 358
2015
Q1 		$362K Buy
+15,000
New +$368K 0.01% 261

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Invesco
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Beck Mack & Oliver's CFG Position: Q2 2015 in Review

Beck Mack & Oliver sold out of Citizens Financial Group (CFG) in Q2 2015, closing a stake of 15,000 shares — an estimated $362K sold.

Beck Mack & Oliver first reported a position in CFG in Q1 2015 and held it in 1 quarter. The position peaked at $362K in Q1 2015. 278 funds tracked by Wall St. Rank hold CFG as of Q2 2015.

  • Beck Mack & Oliver reported no remaining Citizens Financial Group position as of Q2 2015 after selling out during the quarter.
  • Beck Mack & Oliver sold 15,000 Citizens Financial Group shares in Q2 2015, an estimated $362K.
  • Beck Mack & Oliver first reported a position in Citizens Financial Group in Q1 2015 and held it in 1 quarter.
  • Beck Mack & Oliver's Citizens Financial Group position peaked at $362K in Q1 2015.
  • 278 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2015.

Based on Beck Mack & Oliver's 13F filing for Q2 2015, filed 31 Jul 2015.