Calton & Associates’s Citizens Financial Group CFG Stock Holding History

Calton & 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 Q1	–	Sell	-164	Closed	-$7K	–	483
2017 Q4	$7K	Buy	+164	New	+$6.41K	﹤0.01%	1155

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

Calton & Associates's CFG Position: Q1 2018 in Review

Calton & Associates sold out of Citizens Financial Group (CFG) in Q1 2018, closing a stake of 164 shares — an estimated $7K sold.

Calton & Associates first reported a position in CFG in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 631 funds tracked by Wall St. Rank hold CFG as of Q1 2018.

Calton & Associates reported no remaining Citizens Financial Group position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 164 Citizens Financial Group shares in Q1 2018, an estimated $7K.
Calton & Associates first reported a position in Citizens Financial Group in Q4 2017 and held it in 1 quarter.
Calton & Associates's Citizens Financial Group position peaked at $7K in Q4 2017.
631 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.