HIM
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Hillsdale Investment Management’s Citizens Financial Group CFG Stock Holding History

Hillsdale 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
-1,480
Closed -$28K – 582
2020
Q1 		$28K Buy
1,480
+880
+147% +$28.7K ﹤0.01% 459
2019
Q4 		$24K Hold
600
– – ﹤0.01% 471
2019
Q3 		$21K Sell
600
-240
-29% -$8.38K ﹤0.01% 482
2019
Q2 		$29K Buy
840
+240
+40% +$8.37K ﹤0.01% 463
2019
Q1 		$20K Sell
600
-9,900
-94% -$343K ﹤0.01% 469
2018
Q4 		$313K Buy
10,500
+1,244
+13% +$43.6K 0.04% 369
2018
Q3 		$357K Hold
9,256
– – 0.05% 246
2018
Q2 		$360K Buy
9,256
+9,056
+4,528% +$377K 0.04% 269
2018
Q1 		$8K Buy
+200
New +$8.98K ﹤0.01% 356
2017
Q3 		– Sell
-8,400
Closed -$300K – 479
2017
Q2 		$300K Buy
+8,400
New +$298K 0.06% 257

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Hillsdale Investment Management sold out of Citizens Financial Group (CFG) in Q2 2020, closing a stake of 1,480 shares — an estimated $28K sold.

Hillsdale Investment Management first reported a position in CFG in Q2 2017 and held it in 10 quarters. The position peaked at $360K in Q2 2018. 570 funds tracked by Wall St. Rank hold CFG as of Q2 2020.

  • Hillsdale Investment Management reported no remaining Citizens Financial Group position as of Q2 2020 after selling out during the quarter.
  • Hillsdale Investment Management sold 1,480 Citizens Financial Group shares in Q2 2020, an estimated $28K.
  • Hillsdale Investment Management first reported a position in Citizens Financial Group in Q2 2017 and held it in 10 quarters.
  • Hillsdale Investment Management's Citizens Financial Group position peaked at $360K in Q2 2018.
  • 570 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2020.

Based on Hillsdale Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.