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DC Investments Management’s Citizens Financial Group CFG Stock Holding History

DC Investments Management’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
2019
Q2 		– Sell
-22,369
Closed -$727K – 336
2019
Q1 		$727K Buy
+22,369
New +$775K 0.46% 35

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

DC Investments Management's CFG Position: Q2 2019 in Review

DC Investments Management sold out of Citizens Financial Group (CFG) in Q2 2019, closing a stake of 22,369 shares — an estimated $727K sold.

DC Investments Management first reported a position in CFG in Q1 2019 and held it in 1 quarter. The position peaked at $727K in Q1 2019. 651 funds tracked by Wall St. Rank hold CFG as of Q2 2019.

  • DC Investments Management reported no remaining Citizens Financial Group position as of Q2 2019 after selling out during the quarter.
  • DC Investments Management sold 22,369 Citizens Financial Group shares in Q2 2019, an estimated $727K.
  • DC Investments Management first reported a position in Citizens Financial Group in Q1 2019 and held it in 1 quarter.
  • DC Investments Management's Citizens Financial Group position peaked at $727K in Q1 2019.
  • 651 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2019.

Based on DC Investments Management's 13F filing for Q2 2019, filed 12 Aug 2019.