Gupta Wealth Management’s Citizens Financial Group CFG Stock Holding History

Gupta Wealth 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
2016 Q1	$5K	Buy	+224	New	+$4.75K	﹤0.01%	962

Other funds holding CFG

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Gupta Wealth Management's CFG Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Citizens Financial Group (CFG) in Q1 2016: 224 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings.

425 funds tracked by Wall St. Rank hold CFG as of Q1 2016.

Gupta Wealth Management held 224 shares of Citizens Financial Group worth $5K as of Q1 2016.
Citizens Financial Group was a new Gupta Wealth Management position in Q1 2016.
Citizens Financial Group made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #962 holding.
425 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.