Clarfeld Financial Advisors’s Citizens Financial Group CFG Stock Holding History

Clarfeld Financial 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 Q4	$678K	Buy	+22,811	New	+$800K	0.56%	22

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 40.91% 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

Clarfeld Financial Advisors's CFG Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Citizens Financial Group (CFG) in Q4 2018: 22,811 shares worth $678K. The stake represents 0.56% of the portfolio and ranks #22 among its holdings.

632 funds tracked by Wall St. Rank hold CFG as of Q4 2018.

Clarfeld Financial Advisors held 22,811 shares of Citizens Financial Group worth $678K as of Q4 2018.
Citizens Financial Group was a new Clarfeld Financial Advisors position in Q4 2018.
Citizens Financial Group made up 0.56% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #22 holding.
632 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.