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Intercontinental Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Intercontinental Wealth Advisors’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
2019
Q4 		– Sell
-345
Closed -$12K – 358
2019
Q3 		$12K Hold
345
– – 0.01% 322
2019
Q2 		$12K Hold
345
– – 0.01% 313
2019
Q1 		$11K Hold
345
– – 0.01% 348
2018
Q4 		$10K Buy
+345
New +$12.1K 0.01% 358

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Intercontinental Wealth Advisors's CFG Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of Citizens Financial Group (CFG) in Q4 2019, closing a stake of 345 shares — an estimated $12K sold.

Intercontinental Wealth Advisors first reported a position in CFG in Q4 2018 and held it in 4 quarters. The position peaked at $12K in Q3 2019. 686 funds tracked by Wall St. Rank hold CFG as of Q4 2019.

  • Intercontinental Wealth Advisors reported no remaining Citizens Financial Group position as of Q4 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 345 Citizens Financial Group shares in Q4 2019, an estimated $12K.
  • Intercontinental Wealth Advisors first reported a position in Citizens Financial Group in Q4 2018 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's Citizens Financial Group position peaked at $12K in Q3 2019.
  • 686 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.