C.M. Bidwell & Associates’s Citizens Financial Group CFG Stock Holding History

C.M. Bidwell & Associates’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	-22,796	Closed	-$879K	–	399
2018 Q3	$879K	Sell	22,796 -1,985	-8%	-$80.1K	0.83%	28
2018 Q2	$964K	Sell	24,781 -650	-3%	-$27.1K	0.89%	27
2018 Q1	$1.07M	Sell	25,431 -1,945	-7%	-$87.3K	0.98%	21
2017 Q4	$1.15M	Buy	27,376 +17,885	+188%	+$699K	0.99%	16
2017 Q3	$359K	Sell	9,491 -1,330	-12%	-$46.5K	0.55%	64
2017 Q2	$386K	Sell	10,821 -108,449	-91%	-$3.85M	0.08%	99
2017 Q1	$4.12M	Sell	119,270 -3,365	-3%	-$123K	0.93%	44
2016 Q4	$4.37M	Buy	+122,635	New	+$3.72M	1.03%	28

Other funds holding CFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

C.M. Bidwell & Associates's CFG Position: Q4 2018 in Review

C.M. Bidwell & Associates sold out of Citizens Financial Group (CFG) in Q4 2018, closing a stake of 22,796 shares — an estimated $879K sold.

C.M. Bidwell & Associates first reported a position in CFG in Q4 2016 and held it in 8 quarters. The position peaked at $4.37M in Q4 2016. 632 funds tracked by Wall St. Rank hold CFG as of Q4 2018.

C.M. Bidwell & Associates reported no remaining Citizens Financial Group position as of Q4 2018 after selling out during the quarter.
C.M. Bidwell & Associates sold 22,796 Citizens Financial Group shares in Q4 2018, an estimated $879K.
C.M. Bidwell & Associates first reported a position in Citizens Financial Group in Q4 2016 and held it in 8 quarters.
C.M. Bidwell & Associates's Citizens Financial Group position peaked at $4.37M in Q4 2016.
632 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2018.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.