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Delphi Private Advisors’s Citizens Financial Group CFG Stock Holding History

Delphi Private 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
2016
Q4 		– Sell
-56
Closed -$1K – 297
2016
Q3 		$1K Hold
56
– – ﹤0.01% 324
2016
Q2 		$1K Buy
+56
New +$1.24K ﹤0.01% 331

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Delphi Private Advisors's CFG Position: Q4 2016 in Review

Delphi Private Advisors sold out of Citizens Financial Group (CFG) in Q4 2016, closing a stake of 56 shares — an estimated $1K sold.

Delphi Private Advisors first reported a position in CFG in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 512 funds tracked by Wall St. Rank hold CFG as of Q4 2016.

  • Delphi Private Advisors reported no remaining Citizens Financial Group position as of Q4 2016 after selling out during the quarter.
  • Delphi Private Advisors sold 56 Citizens Financial Group shares in Q4 2016, an estimated $1K.
  • Delphi Private Advisors first reported a position in Citizens Financial Group in Q2 2016 and held it in 2 quarters.
  • Delphi Private Advisors's Citizens Financial Group position peaked at $1K in Q3 2016.
  • 512 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2016.

Based on Delphi Private Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.