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JOYN Advisors’s Citizens Financial Group CFG Stock Holding History

JOYN 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
2019
Q1 		– Sell
-1,574
Closed -$47K – 331
2018
Q4 		$47K Buy
1,574
+619
+65% +$21.7K 0.01% 361
2018
Q3 		$37K Buy
955
+34
+4% +$1.37K 0.01% 475
2018
Q2 		$36K Buy
921
+181
+24% +$7.54K 0.01% 486
2018
Q1 		$31K Buy
+740
New +$33.2K 0.01% 582

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JOYN Advisors's CFG Position: Q1 2019 in Review

JOYN Advisors sold out of Citizens Financial Group (CFG) in Q1 2019, closing a stake of 1,574 shares — an estimated $47K sold.

JOYN Advisors first reported a position in CFG in Q1 2018 and held it in 4 quarters. The position peaked at $47K in Q4 2018. 657 funds tracked by Wall St. Rank hold CFG as of Q1 2019.

  • JOYN Advisors reported no remaining Citizens Financial Group position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,574 Citizens Financial Group shares in Q1 2019, an estimated $47K.
  • JOYN Advisors first reported a position in Citizens Financial Group in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Citizens Financial Group position peaked at $47K in Q4 2018.
  • 657 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.