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

Exchange 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
2018
Q1 		– Sell
-170
Closed -$7K – 242
2017
Q4 		$7K Hold
170
– – ﹤0.01% 193
2017
Q3 		$6K Hold
170
– – ﹤0.01% 211
2017
Q2 		$6K Buy
+170
New +$6.03K ﹤0.01% 198

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

Exchange Capital Management's CFG Position: Q1 2018 in Review

Exchange Capital Management sold out of Citizens Financial Group (CFG) in Q1 2018, closing a stake of 170 shares — an estimated $7K sold.

Exchange Capital Management first reported a position in CFG in Q2 2017 and held it in 3 quarters. The position peaked at $7K in Q4 2017. 631 funds tracked by Wall St. Rank hold CFG as of Q1 2018.

  • Exchange Capital Management reported no remaining Citizens Financial Group position as of Q1 2018 after selling out during the quarter.
  • Exchange Capital Management sold 170 Citizens Financial Group shares in Q1 2018, an estimated $7K.
  • Exchange Capital Management first reported a position in Citizens Financial Group in Q2 2017 and held it in 3 quarters.
  • Exchange Capital Management's Citizens Financial Group position peaked at $7K in Q4 2017.
  • 631 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2018.

Based on Exchange Capital Management's 13F filing for Q1 2018, filed 3 May 2018.