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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 		$49K 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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

IHT Wealth Management's CFG Position: Q2 2018 in Review

IHT Wealth Management sold out of Citizens Financial Group (CFG) in Q2 2018, closing a stake of 2,174 shares — an estimated $89K sold.

IHT Wealth Management first reported a position in CFG in Q4 2016 and held it in 6 quarters. The position peaked at $124K in Q4 2016. 633 funds tracked by Wall St. Rank hold CFG as of Q2 2018.

  • IHT Wealth Management reported no remaining Citizens Financial Group position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 2,174 Citizens Financial Group shares in Q2 2018, an estimated $89K.
  • IHT Wealth Management first reported a position in Citizens Financial Group in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Citizens Financial Group position peaked at $124K in Q4 2016.
  • 633 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.