Gideon Capital Advisors’s Citizens Financial Group CFG Stock Holding History

Gideon Capital Advisors’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 Q1	–	Sell	-24,057	Closed	-$977K	–	36
2019 Q4	$977K	Sell	24,057 -50,022	-68%	-$1.87M	0.34%	115
2019 Q3	$2.62M	Buy	74,079 +32,608	+79%	+$1.14M	0.86%	17
2019 Q2	$1.47M	Buy	+41,471	New	+$1.45M	0.51%	65
2019 Q1	–	Sell	-19,780	Closed	-$588K	–	393
2018 Q4	$588K	Buy	19,780 +11,717	+145%	+$411K	0.24%	125
2018 Q3	$311K	Sell	8,063 -10,676	-57%	-$431K	0.15%	233
2018 Q2	$729K	Sell	18,739 -979	-5%	-$40.8K	0.36%	73
2018 Q1	$828K	Buy	+19,718	New	+$885K	0.51%	33
2017 Q3	–	Sell	-15,654	Closed	-$559K	–	281
2017 Q2	$559K	Sell	15,654 -38,358	-71%	-$1.36M	0.62%	30
2017 Q1	$1.87M	Buy	+54,012	New	+$1.97M	1.11%	1
2016 Q3	–	Sell	-130,453	Closed	-$2.61M	–	195
2016 Q2	$2.61M	Buy	+130,453	New	+$2.9M	1.52%	12

Other funds holding CFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gideon Capital Advisors's CFG Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Citizens Financial Group (CFG) in Q1 2020, closing a stake of 24,057 shares — an estimated $977K sold.

Gideon Capital Advisors first reported a position in CFG in Q2 2016 and held it in 10 quarters. The position peaked at $2.62M in Q3 2019. 580 funds tracked by Wall St. Rank hold CFG as of Q1 2020.

Gideon Capital Advisors reported no remaining Citizens Financial Group position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 24,057 Citizens Financial Group shares in Q1 2020, an estimated $977K.
Gideon Capital Advisors first reported a position in Citizens Financial Group in Q2 2016 and held it in 10 quarters.
Gideon Capital Advisors's Citizens Financial Group position peaked at $2.62M in Q3 2019.
580 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.