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
2022 Q2	–	Sell	-18,700	Closed	-$848K	–	364
2022 Q1	$848K	Buy	+18,700	New	+$961K	0.04%	266

Other funds holding CFG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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.