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Kaizen Advisory’s Citizens Financial Group CFG Stock Holding History

Kaizen Advisory’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
Q4 		$36K Sell
1,220
-44
-3% -$1.54K 0.03% 383
2018
Q3 		$49K Hold
1,264
– – 0.03% 338
2018
Q2 		$49K Buy
1,264
+788
+166% +$32.8K 0.02% 341
2018
Q1 		$20K Hold
476
– – 0.02% 332
2017
Q4 		$20K Buy
+476
New +$18.6K 0.01% 329

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kaizen Advisory's CFG Position: Q4 2018 in Review

Kaizen Advisory reduced its Citizens Financial Group (CFG) stake by 3.5% in Q4 2018, selling an estimated $1.54K and leaving 1,220 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #383.

Kaizen Advisory first reported a position in CFG in Q4 2017 and has held it in 5 quarters since. The position peaked at $49K in Q3 2018. 631 funds tracked by Wall St. Rank hold CFG as of Q4 2018.

  • Kaizen Advisory held 1,220 shares of Citizens Financial Group worth $36K as of Q4 2018.
  • Kaizen Advisory sold 44 Citizens Financial Group shares in Q4 2018, an estimated $1.54K.
  • Citizens Financial Group made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #383 holding.
  • Kaizen Advisory first reported a position in Citizens Financial Group in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Citizens Financial Group position peaked at $49K in Q3 2018.
  • 631 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.