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Destination Wealth Management’s Citizens Financial Group CFG Stock Holding History

Destination Wealth 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
2018
Q4 		– Sell
-46
Closed -$2K – 535
2018
Q3 		$2K Buy
+46
New +$1.85K ﹤0.01% 564

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State Street
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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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Destination Wealth Management's CFG Position: Q4 2018 in Review

Destination Wealth Management sold out of Citizens Financial Group (CFG) in Q4 2018, closing a stake of 46 shares — an estimated $2K sold.

Destination Wealth Management first reported a position in CFG in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 631 funds tracked by Wall St. Rank hold CFG as of Q4 2018.

  • Destination Wealth Management reported no remaining Citizens Financial Group position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 46 Citizens Financial Group shares in Q4 2018, an estimated $2K.
  • Destination Wealth Management first reported a position in Citizens Financial Group in Q3 2018 and held it in 1 quarter.
  • Destination Wealth Management's Citizens Financial Group position peaked at $2K in Q3 2018.
  • 631 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.