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Edge Advisors’s Citizens Financial Group CFG Stock Holding History

Edge 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
Q2 		$214K Hold
5,516
– – 0.02% 304
2018
Q1 		$231K Buy
5,516
+625
+13% +$28.1K 0.02% 301
2017
Q4 		$205K Sell
4,891
-802
-14% -$31.4K 0.02% 306
2017
Q3 		$215K Buy
5,693
+1,141
+25% +$39.9K 0.02% 295
2017
Q2 		$162K Buy
4,552
+675
+17% +$23.9K 0.02% 335
2017
Q1 		$133K Sell
3,877
-1,641
-30% -$59.9K 0.02% 368
2016
Q4 		$196K Buy
+5,518
New +$167K 0.03% 308

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Edge Advisors's CFG Position: Q2 2018 in Review

Edge Advisors held its Citizens Financial Group (CFG) position steady in Q2 2018 at 5,516 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #304.

Edge Advisors first reported a position in CFG in Q4 2016 and has held it in 7 quarters since. The position peaked at $231K in Q1 2018. 632 funds tracked by Wall St. Rank hold CFG as of Q2 2018.

  • Edge Advisors held 5,516 shares of Citizens Financial Group worth $214K as of Q2 2018.
  • Edge Advisors left its Citizens Financial Group share count unchanged in Q2 2018.
  • Citizens Financial Group made up 0.02% of Edge Advisors's portfolio in Q2 2018, its #304 holding.
  • Edge Advisors first reported a position in Citizens Financial Group in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Citizens Financial Group position peaked at $231K in Q1 2018.
  • 632 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.