KJWM
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Kiley Juergens Wealth Management’s Citizens Financial Group CFG Stock Holding History

Kiley Juergens Wealth Management’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 		– Sell
-425
Closed -$16K – 132
2018
Q3 		$16K Hold
425
– – 0.01% 395
2018
Q2 		$16K Buy
+425
New +$17.7K 0.01% 359
2018
Q1 		– Sell
-311
Closed -$13K – 165
2017
Q4 		$13K Buy
+311
New +$12.2K 0.01% 424

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

Kiley Juergens Wealth Management's CFG Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Citizens Financial Group (CFG) in Q4 2018, closing a stake of 425 shares — an estimated $16K sold.

Kiley Juergens Wealth Management first reported a position in CFG in Q4 2017 and held it in 3 quarters. The position peaked at $16K in Q3 2018. 631 funds tracked by Wall St. Rank hold CFG as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Citizens Financial Group position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 425 Citizens Financial Group shares in Q4 2018, an estimated $16K.
  • Kiley Juergens Wealth Management first reported a position in Citizens Financial Group in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Citizens Financial Group position peaked at $16K in Q3 2018.
  • 631 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.