First Allied Advisory Services’s Citizens Financial Group CFG Stock Holding History

First Allied Advisory Services’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
2019 Q3	–	Sell	-6,738	Closed	-$238K	–	1644
2019 Q2	$238K	Sell	6,738 -591	-8%	-$20.6K	0.01%	1007
2019 Q1	$234K	Buy	+7,329	New	+$254K	0.01%	983
2017 Q3	–	Sell	-7,101	Closed	-$250K	–	1124
2017 Q2	$250K	Buy	7,101 +76	+1%	+$2.69K	0.01%	928
2017 Q1	$243K	Sell	7,025 -2,224	-24%	-$81.2K	0.01%	887
2016 Q4	$330K	Buy	+9,249	New	+$280K	0.02%	741

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

First Allied Advisory Services's CFG Position: Q3 2019 in Review

First Allied Advisory Services sold out of Citizens Financial Group (CFG) in Q3 2019, closing a stake of 6,738 shares — an estimated $238K sold.

First Allied Advisory Services first reported a position in CFG in Q4 2016 and held it in 5 quarters. The position peaked at $330K in Q4 2016. 652 funds tracked by Wall St. Rank hold CFG as of Q3 2019.

First Allied Advisory Services reported no remaining Citizens Financial Group position as of Q3 2019 after selling out during the quarter.
First Allied Advisory Services sold 6,738 Citizens Financial Group shares in Q3 2019, an estimated $238K.
First Allied Advisory Services first reported a position in Citizens Financial Group in Q4 2016 and held it in 5 quarters.
First Allied Advisory Services's Citizens Financial Group position peaked at $330K in Q4 2016.
652 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2019.

Based on First Allied Advisory Services's 13F filing for Q3 2019, filed 6 Nov 2019.