FGC
CFG icon

Financial Gravity Companies’s Citizens Financial Group CFG Stock Holding History

Financial Gravity Companies’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 		$23K Buy
+685
New +$24K 0.02% 464
2018
Q1 		$27K Buy
658
+647
+5,882% +$29K 0.03% 479
2017
Q4 		$1K Buy
+11
New +$430 ﹤0.01% 1065

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 Gravity Companies's CFG Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Citizens Financial Group (CFG) in Q4 2018: 685 shares worth $23K. The stake represents 0.02% of the portfolio and ranks #464 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CFG as recently as Q1 2018.

Financial Gravity Companies first reported a position in CFG in Q4 2017 and has held it in 3 quarters since. The position peaked at $27K in Q1 2018. 631 funds tracked by Wall St. Rank hold CFG as of Q4 2018.

  • Financial Gravity Companies held 685 shares of Citizens Financial Group worth $23K as of Q4 2018.
  • Citizens Financial Group was a new Financial Gravity Companies position in Q4 2018.
  • Citizens Financial Group made up 0.02% of Financial Gravity Companies's portfolio in Q4 2018, its #464 holding.
  • Financial Gravity Companies first reported a position in Citizens Financial Group in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Citizens Financial Group position peaked at $27K in Q1 2018.
  • 631 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.