Isthmus Partners’s Citizens Financial Group CFG Stock Holding History

Isthmus Partners’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
2017 Q4	–	Sell	-158	Closed	-$6K	–	298
2017 Q3	$6K	Buy	+158	New	+$5.53K	﹤0.01%	258

Other funds holding CFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Isthmus Partners's CFG Position: Q4 2017 in Review

Isthmus Partners sold out of Citizens Financial Group (CFG) in Q4 2017, closing a stake of 158 shares — an estimated $6K sold.

Isthmus Partners first reported a position in CFG in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 591 funds tracked by Wall St. Rank hold CFG as of Q4 2017.

Isthmus Partners reported no remaining Citizens Financial Group position as of Q4 2017 after selling out during the quarter.
Isthmus Partners sold 158 Citizens Financial Group shares in Q4 2017, an estimated $6K.
Isthmus Partners first reported a position in Citizens Financial Group in Q3 2017 and held it in 1 quarter.
Isthmus Partners's Citizens Financial Group position peaked at $6K in Q3 2017.
591 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2017.

Based on Isthmus Partners's 13F filing for Q4 2017, filed 5 Feb 2018.