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Jackson Creek Investment Advisors’s Citizens Financial Group CFG Stock Holding History

Jackson Creek 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
2020
Q4 		– Sell
-12,875
Closed -$325K – 313
2020
Q3 		$325K Buy
+12,875
New +$327K 0.15% 263

Other funds holding CFG

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jackson Creek Investment Advisors's CFG Position: Q4 2020 in Review

Jackson Creek Investment Advisors sold out of Citizens Financial Group (CFG) in Q4 2020, closing a stake of 12,875 shares — an estimated $325K sold.

Jackson Creek Investment Advisors first reported a position in CFG in Q3 2020 and held it in 1 quarter. The position peaked at $325K in Q3 2020. 610 funds tracked by Wall St. Rank hold CFG as of Q4 2020.

  • Jackson Creek Investment Advisors reported no remaining Citizens Financial Group position as of Q4 2020 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 12,875 Citizens Financial Group shares in Q4 2020, an estimated $325K.
  • Jackson Creek Investment Advisors first reported a position in Citizens Financial Group in Q3 2020 and held it in 1 quarter.
  • Jackson Creek Investment Advisors's Citizens Financial Group position peaked at $325K in Q3 2020.
  • 610 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2020.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.