IWM
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IHT Wealth Management’s Citizens Financial Group CFG Stock Holding History

IHT 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
2018
Q2 		– Sell
-2,174
Closed -$89K – 568
2018
Q1 		$89K Sell
2,174
-94
-4% -$4.22K 0.02% 514
2017
Q4 		$100K Sell
2,268
-619
-21% -$24.2K 0.03% 489
2017
Q3 		$108K Sell
2,887
-136
-4% -$4.76K 0.05% 342
2017
Q2 		$49 Sell
3,023
-148
-5% -$5.25K 0.02% 507
2017
Q1 		$109K Sell
3,171
-284
-8% -$10.4K 0.07% 265
2016
Q4 		$124K Buy
+3,455
New +$105K 0.09% 237

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return