Burt Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Burt Wealth 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 Q1	–	Sell	-103	Closed	-$4K	–	379
2017 Q4	$4K	Buy	+103	New	+$4.03K	﹤0.01%	312

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

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

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

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

Burt Wealth Advisors's CFG Position: Q1 2018 in Review

Burt Wealth Advisors sold out of Citizens Financial Group (CFG) in Q1 2018, closing a stake of 103 shares — an estimated $4K sold.

Burt Wealth Advisors first reported a position in CFG in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 631 funds tracked by Wall St. Rank hold CFG as of Q1 2018.

Burt Wealth Advisors reported no remaining Citizens Financial Group position as of Q1 2018 after selling out during the quarter.
Burt Wealth Advisors sold 103 Citizens Financial Group shares in Q1 2018, an estimated $4K.
Burt Wealth Advisors first reported a position in Citizens Financial Group in Q4 2017 and held it in 1 quarter.
Burt Wealth Advisors's Citizens Financial Group position peaked at $4K in Q4 2017.
631 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2018.

Based on Burt Wealth Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.