Freedom Investment Management’s Citizens Financial Group CFG Stock Holding History

Freedom Investment 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
2020 Q2	–	Sell	-5,941	Closed	-$228K	–	583
2020 Q1	$228K	Sell	5,941 -2,097	-26%	-$68.4K	0.02%	595
2019 Q4	$326K	Sell	8,038 -691	-8%	-$25.9K	0.03%	462
2019 Q3	$309K	Buy	8,729 +282	+3%	+$9.84K	0.03%	492
2019 Q2	$299K	Buy	8,447 +242	+3%	+$8.44K	0.03%	527
2019 Q1	$267K	Sell	8,205 -3,435	-30%	-$119K	0.02%	553
2018 Q4	$346K	Buy	11,640 +5,951	+105%	+$209K	0.03%	524
2018 Q3	$235K	Sell	5,689 -4,879	-46%	-$197K	0.01%	783
2018 Q2	$411K	Buy	+10,568	New	+$440K	0.02%	640
2017 Q4	–	Sell	-9,470	Closed	-$359K	–	1136
2017 Q3	$359K	Buy	9,470 +1,607	+20%	+$56.2K	0.02%	756
2017 Q2	$281K	Buy	+7,863	New	+$279K	0.02%	816

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Freedom Investment Management's CFG Position: Q2 2020 in Review

Freedom Investment Management sold out of Citizens Financial Group (CFG) in Q2 2020, closing a stake of 5,941 shares — an estimated $228K sold.

Freedom Investment Management first reported a position in CFG in Q2 2017 and held it in 10 quarters. The position peaked at $411K in Q2 2018. 570 funds tracked by Wall St. Rank hold CFG as of Q2 2020.

Freedom Investment Management reported no remaining Citizens Financial Group position as of Q2 2020 after selling out during the quarter.
Freedom Investment Management sold 5,941 Citizens Financial Group shares in Q2 2020, an estimated $228K.
Freedom Investment Management first reported a position in Citizens Financial Group in Q2 2017 and held it in 10 quarters.
Freedom Investment Management's Citizens Financial Group position peaked at $411K in Q2 2018.
570 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2020.

Based on Freedom Investment Management's 13F filing for Q2 2020, filed 10 Aug 2020.