JGC
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J. Goldman & Co’s Citizens Financial Group CFG Stock Holding History

J. Goldman & Co’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
2016
Q3 		– Sell
-78,122
Closed -$1.56M – 312
2016
Q2 		$1.56M Buy
+78,122
New +$1.73M 0.08% 222
2015
Q4 		– Sell
-56,454
Closed -$1.35M – 238
2015
Q3 		$1.35M Buy
+56,454
New +$1.44M 0.12% 162
2015
Q2 		– Sell
-102,727
Closed -$2.48M – 251
2015
Q1 		$2.48M Sell
102,727
-5,653
-5% -$139K 0.15% 169
2014
Q4 		$2.69M Sell
108,380
-291,620
-73% -$6.95M 0.32% 97
2014
Q3 		$9.37M Buy
+400,000
New +$9.28M 0.57% 47

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

J. Goldman & Co's CFG Position: Q3 2016 in Review

J. Goldman & Co sold out of Citizens Financial Group (CFG) in Q3 2016, closing a stake of 78,122 shares — an estimated $1.56M sold.

J. Goldman & Co first reported a position in CFG in Q3 2014 and held it in 5 quarters. The position peaked at $9.37M in Q3 2014. 450 funds tracked by Wall St. Rank hold CFG as of Q3 2016.

  • J. Goldman & Co reported no remaining Citizens Financial Group position as of Q3 2016 after selling out during the quarter.
  • J. Goldman & Co sold 78,122 Citizens Financial Group shares in Q3 2016, an estimated $1.56M.
  • J. Goldman & Co first reported a position in Citizens Financial Group in Q3 2014 and held it in 5 quarters.
  • J. Goldman & Co's Citizens Financial Group position peaked at $9.37M in Q3 2014.
  • 450 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2016.

Based on J. Goldman & Co's 13F filing for Q3 2016, filed 14 Nov 2016.