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