FCI
CFG icon

Financial Counselors Inc’s Citizens Financial Group CFG Stock Holding History

Financial Counselors Inc’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
Q4 		– Sell
-37,534
Closed -$1.45M – 479
2018
Q3 		$1.45M Buy
37,534
+3,242
+9% +$131K 0.06% 243
2018
Q2 		$1.33M Buy
34,292
+4,854
+16% +$202K 0.06% 244
2018
Q1 		$1.24M Buy
29,438
+9,127
+45% +$410K 0.06% 255
2017
Q4 		$853K Buy
+20,311
New +$794K 0.04% 295

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Counselors Inc's CFG Position: Q4 2018 in Review

Financial Counselors Inc sold out of Citizens Financial Group (CFG) in Q4 2018, closing a stake of 37,534 shares — an estimated $1.45M sold.

Financial Counselors Inc first reported a position in CFG in Q4 2017 and held it in 4 quarters. The position peaked at $1.45M in Q3 2018. 631 funds tracked by Wall St. Rank hold CFG as of Q4 2018.

  • Financial Counselors Inc reported no remaining Citizens Financial Group position as of Q4 2018 after selling out during the quarter.
  • Financial Counselors Inc sold 37,534 Citizens Financial Group shares in Q4 2018, an estimated $1.45M.
  • Financial Counselors Inc first reported a position in Citizens Financial Group in Q4 2017 and held it in 4 quarters.
  • Financial Counselors Inc's Citizens Financial Group position peaked at $1.45M in Q3 2018.
  • 631 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2018.

Based on Financial Counselors Inc's 13F filing for Q4 2018, filed 1 Feb 2019.