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

Evercore 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 Q1	–	Sell	-1,109	Closed	-$47K	–	418
2017 Q4	$47K	Hold	1,109	–	–	﹤0.01%	592
2017 Q3	$42K	Hold	1,109	–	–	﹤0.01%	596
2017 Q2	$40K	Hold	1,109	–	–	﹤0.01%	608
2017 Q1	$38K	Buy	1,109 +230	+26%	+$8.39K	﹤0.01%	638
2016 Q4	$31K	Buy	879 +729	+486%	+$22.1K	﹤0.01%	688
2016 Q3	$4K	Hold	150	–	–	﹤0.01%	951
2016 Q2	$3K	Sell	150 -225	-60%	-$5K	﹤0.01%	974
2016 Q1	$8K	Buy	375 +161	+75%	+$3.41K	﹤0.01%	820
2015 Q4	$6K	Buy	214 +11	+5%	+$277	﹤0.01%	896
2015 Q3	$5K	Buy	+203	New	+$5.19K	﹤0.01%	886

Other funds holding CFG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Evercore Wealth Management's CFG Position: Q1 2018 in Review

Evercore Wealth Management sold out of Citizens Financial Group (CFG) in Q1 2018, closing a stake of 1,109 shares — an estimated $47K sold.

Evercore Wealth Management first reported a position in CFG in Q3 2015 and held it in 10 quarters. The position peaked at $47K in Q4 2017. 632 funds tracked by Wall St. Rank hold CFG as of Q1 2018.

Evercore Wealth Management reported no remaining Citizens Financial Group position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,109 Citizens Financial Group shares in Q1 2018, an estimated $47K.
Evercore Wealth Management first reported a position in Citizens Financial Group in Q3 2015 and held it in 10 quarters.
Evercore Wealth Management's Citizens Financial Group position peaked at $47K in Q4 2017.
632 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.