Citizens Financial Group’s Carlyle Group CG Stock Holding History

Citizens Financial Group’s Portfolio CG Stock Details CG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-11	Closed	–	–	817
2019 Q1	$0	Sell	11 -1,187	-99%	-$21.5K	﹤0.01%	760
2018 Q4	$19K	Buy	+1,198	New	+$22.7K	﹤0.01%	358

Other funds holding CG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Citizens Financial Group's CG Position: Q2 2019 in Review

Citizens Financial Group sold out of Carlyle Group (CG) in Q2 2019, closing a stake of 11 shares.

Citizens Financial Group first reported a position in CG in Q4 2018 and held it in 2 quarters. The position peaked at $19K in Q4 2018. 148 funds tracked by Wall St. Rank hold CG as of Q2 2019.

Citizens Financial Group reported no remaining Carlyle Group position as of Q2 2019 after selling out during the quarter.
Citizens Financial Group sold 11 Carlyle Group shares in Q2 2019.
Citizens Financial Group first reported a position in Carlyle Group in Q4 2018 and held it in 2 quarters.
Citizens Financial Group's Carlyle Group position peaked at $19K in Q4 2018.
148 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2019.

Based on Citizens Financial Group's 13F filing for Q2 2019, filed 9 Aug 2019.