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Bray Capital Advisors’s Citizens Financial Group CFG Stock Holding History

Bray Capital 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
2020
Q4 		– Sell
-16,175
Closed -$409K – 266
2020
Q3 		$409K Buy
16,175
+4,395
+37% +$111K 0.14% 102
2020
Q2 		$297K Buy
+11,780
New +$267K 0.11% 113

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bray Capital Advisors's CFG Position: Q4 2020 in Review

Bray Capital Advisors sold out of Citizens Financial Group (CFG) in Q4 2020, closing a stake of 16,175 shares — an estimated $409K sold.

Bray Capital Advisors first reported a position in CFG in Q2 2020 and held it in 2 quarters. The position peaked at $409K in Q3 2020. 610 funds tracked by Wall St. Rank hold CFG as of Q4 2020.

  • Bray Capital Advisors reported no remaining Citizens Financial Group position as of Q4 2020 after selling out during the quarter.
  • Bray Capital Advisors sold 16,175 Citizens Financial Group shares in Q4 2020, an estimated $409K.
  • Bray Capital Advisors first reported a position in Citizens Financial Group in Q2 2020 and held it in 2 quarters.
  • Bray Capital Advisors's Citizens Financial Group position peaked at $409K in Q3 2020.
  • 610 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2020.

Based on Bray Capital Advisors's 13F filing for Q4 2020, filed 28 Jan 2021.