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Engle Capital Management’s Citizens Financial Group CFG Stock Holding History

Engle Capital 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
2017
Q4 		– Sell
-178,000
Closed -$6.74M – 25
2017
Q3 		$6.74M Buy
+178,000
New +$6.23M 3.24% 12
2017
Q1 		– Sell
-74,600
Closed -$2.66M – 25
2016
Q4 		$2.66M Buy
+74,600
New +$2.26M 1.88% 16

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Engle Capital Management's CFG Position: Q4 2017 in Review

Engle Capital Management sold out of Citizens Financial Group (CFG) in Q4 2017, closing a stake of 178,000 shares — an estimated $6.74M sold.

Engle Capital Management first reported a position in CFG in Q4 2016 and held it in 2 quarters. The position peaked at $6.74M in Q3 2017. 591 funds tracked by Wall St. Rank hold CFG as of Q4 2017.

  • Engle Capital Management reported no remaining Citizens Financial Group position as of Q4 2017 after selling out during the quarter.
  • Engle Capital Management sold 178,000 Citizens Financial Group shares in Q4 2017, an estimated $6.74M.
  • Engle Capital Management first reported a position in Citizens Financial Group in Q4 2016 and held it in 2 quarters.
  • Engle Capital Management's Citizens Financial Group position peaked at $6.74M in Q3 2017.
  • 591 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2017.

Based on Engle Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.