Emerald Advisors’s Citizens Financial Group CFG Stock Holding History

Emerald 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
2020 Q1	–	Sell	-5,514	Closed	-$210K	–	79
2019 Q4	$210K	Buy	+5,514	New	+$206K	0.2%	90

Other funds holding CFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Emerald Advisors's CFG Position: Q1 2020 in Review

Emerald Advisors sold out of Citizens Financial Group (CFG) in Q1 2020, closing a stake of 5,514 shares — an estimated $210K sold.

Emerald Advisors first reported a position in CFG in Q4 2019 and held it in 1 quarter. The position peaked at $210K in Q4 2019. 579 funds tracked by Wall St. Rank hold CFG as of Q1 2020.

Emerald Advisors reported no remaining Citizens Financial Group position as of Q1 2020 after selling out during the quarter.
Emerald Advisors sold 5,514 Citizens Financial Group shares in Q1 2020, an estimated $210K.
Emerald Advisors first reported a position in Citizens Financial Group in Q4 2019 and held it in 1 quarter.
Emerald Advisors's Citizens Financial Group position peaked at $210K in Q4 2019.
579 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2020.

Based on Emerald Advisors's 13F filing for Q1 2020, filed 14 May 2020.