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First Business Financial Services’s Citizens Financial Group CFG Stock Holding History

First Business Financial 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
Q4 		– Sell
-14,396
Closed -$509K – 128
2019
Q3 		$509K Hold
14,396
– – 0.09% 72
2019
Q2 		$509K Hold
14,396
– – 0.09% 70
2019
Q1 		$468K Sell
14,396
-314
-2% -$10.9K 0.08% 69
2018
Q4 		$437K Sell
14,710
-3,350
-19% -$117K 0.07% 99
2018
Q3 		$697K Hold
18,060
– – 0.11% 68
2018
Q2 		$703K Sell
18,060
-296
-2% -$12.3K 0.13% 48
2018
Q1 		$771K Sell
18,356
-1,492
-8% -$67K 0.14% 36
2017
Q4 		$833K Buy
+19,848
New +$776K 0.15% 27

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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

First Business Financial Services's CFG Position: Q4 2019 in Review

First Business Financial Services sold out of Citizens Financial Group (CFG) in Q4 2019, closing a stake of 14,396 shares — an estimated $509K sold.

First Business Financial Services first reported a position in CFG in Q4 2017 and held it in 8 quarters. The position peaked at $833K in Q4 2017. 686 funds tracked by Wall St. Rank hold CFG as of Q4 2019.

  • First Business Financial Services reported no remaining Citizens Financial Group position as of Q4 2019 after selling out during the quarter.
  • First Business Financial Services sold 14,396 Citizens Financial Group shares in Q4 2019, an estimated $509K.
  • First Business Financial Services first reported a position in Citizens Financial Group in Q4 2017 and held it in 8 quarters.
  • First Business Financial Services's Citizens Financial Group position peaked at $833K in Q4 2017.
  • 686 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2019.

Based on First Business Financial Services's 13F filing for Q4 2019, filed 10 Feb 2020.