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Hobart Private Capital’s Citizens Financial Group CFG Stock Holding History

Hobart Private Capital’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
-11,569
Closed -$470K – 149
2019
Q4 		$470K Buy
11,569
+1,566
+16% +$58.6K 0.29% 97
2019
Q3 		$354K Buy
10,003
+524
+6% +$18.3K 0.24% 112
2019
Q2 		$335K Buy
9,479
+1,098
+13% +$38.3K 0.23% 100
2019
Q1 		$272K Buy
8,381
+460
+6% +$15.9K 0.21% 121
2018
Q4 		$235K Buy
+7,921
New +$278K 0.2% 119

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Hobart Private Capital's CFG Position: Q1 2020 in Review

Hobart Private Capital sold out of Citizens Financial Group (CFG) in Q1 2020, closing a stake of 11,569 shares — an estimated $470K sold.

Hobart Private Capital first reported a position in CFG in Q4 2018 and held it in 5 quarters. The position peaked at $470K in Q4 2019. 579 funds tracked by Wall St. Rank hold CFG as of Q1 2020.

  • Hobart Private Capital reported no remaining Citizens Financial Group position as of Q1 2020 after selling out during the quarter.
  • Hobart Private Capital sold 11,569 Citizens Financial Group shares in Q1 2020, an estimated $470K.
  • Hobart Private Capital first reported a position in Citizens Financial Group in Q4 2018 and held it in 5 quarters.
  • Hobart Private Capital's Citizens Financial Group position peaked at $470K in Q4 2019.
  • 579 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2020.

Based on Hobart Private Capital's 13F filing for Q1 2020, filed 11 Mar 2024.