J.P. Marvel Investment Advisors’s Citizens Financial Group CFG Stock Holding History

J.P. Marvel Investment 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
2017 Q3	–	Sell	-21,690	Closed	-$774K	–	84
2017 Q2	$774K	Sell	21,690 -70	-0.3%	-$2.48K	0.26%	64
2017 Q1	$752K	Sell	21,760 -1,160	-5%	-$42.3K	0.25%	64
2016 Q4	$817K	Hold	22,920	–	–	0.28%	61
2016 Q3	$566K	Sell	22,920 -14,160	-38%	-$325K	0.2%	65
2016 Q2	$741K	Sell	37,080 -2,029	-5%	-$45K	0.26%	62
2016 Q1	$819K	Sell	39,109 -1,416	-3%	-$30K	0.3%	58
2015 Q4	$1.06M	Buy	+40,525	New	+$1.02M	0.37%	52
2015 Q2	$1.09M	Sell	39,945 -80	-0.2%	-$2.12K	0.37%	55
2015 Q1	$966K	Sell	40,025 -1,590	-4%	-$39K	0.33%	57
2014 Q4	$1.03M	Buy	41,615 +2,690	+7%	+$64.1K	0.36%	57
2014 Q3	$912K	Buy	+38,925	New	+$903K	0.33%	59

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

J.P. Marvel Investment Advisors's CFG Position: Q3 2017 in Review

J.P. Marvel Investment Advisors sold out of Citizens Financial Group (CFG) in Q3 2017, closing a stake of 21,690 shares — an estimated $774K sold.

J.P. Marvel Investment Advisors first reported a position in CFG in Q3 2014 and held it in 11 quarters. The position peaked at $1.09M in Q2 2015. 548 funds tracked by Wall St. Rank hold CFG as of Q3 2017.

J.P. Marvel Investment Advisors reported no remaining Citizens Financial Group position as of Q3 2017 after selling out during the quarter.
J.P. Marvel Investment Advisors sold 21,690 Citizens Financial Group shares in Q3 2017, an estimated $774K.
J.P. Marvel Investment Advisors first reported a position in Citizens Financial Group in Q3 2014 and held it in 11 quarters.
J.P. Marvel Investment Advisors's Citizens Financial Group position peaked at $1.09M in Q2 2015.
548 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2017.

Based on J.P. Marvel Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.