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Jaffetilchin Investment Partners’s Citizens Financial Group CFG Stock Holding History

Jaffetilchin Investment 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
2018
Q2 		– Sell
-6,398
Closed -$269K – 303
2018
Q1 		$269K Sell
6,398
-8,766
-58% -$394K 0.06% 265
2017
Q4 		$637K Sell
15,164
-416
-3% -$16.3K 0.21% 92
2017
Q3 		$590K Buy
15,580
+646
+4% +$22.6K 0.14% 127
2017
Q2 		$533K Sell
14,934
-744
-5% -$26.4K 0.18% 98
2017
Q1 		$542K Buy
15,678
+427
+3% +$15.6K 0.14% 126
2016
Q4 		$543K Buy
+15,251
New +$462K 0.16% 110

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Jaffetilchin Investment Partners's CFG Position: Q2 2018 in Review

Jaffetilchin Investment Partners sold out of Citizens Financial Group (CFG) in Q2 2018, closing a stake of 6,398 shares — an estimated $269K sold.

Jaffetilchin Investment Partners first reported a position in CFG in Q4 2016 and held it in 6 quarters. The position peaked at $637K in Q4 2017. 633 funds tracked by Wall St. Rank hold CFG as of Q2 2018.

  • Jaffetilchin Investment Partners reported no remaining Citizens Financial Group position as of Q2 2018 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 6,398 Citizens Financial Group shares in Q2 2018, an estimated $269K.
  • Jaffetilchin Investment Partners first reported a position in Citizens Financial Group in Q4 2016 and held it in 6 quarters.
  • Jaffetilchin Investment Partners's Citizens Financial Group position peaked at $637K in Q4 2017.
  • 633 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2018.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2018, filed 1 Aug 2018.