LTI
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Laffer Tengler Investments’s Citizens Financial Group CFG Stock Holding History

Laffer Tengler Investments’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
Q2 		– Sell
-54,546
Closed -$1.77M – 115
2019
Q1 		$1.77M Hold
54,546
– – 0.48% 115
2018
Q4 		$1.62M Hold
54,546
– – 0.48% 107
2018
Q3 		$2.1M Hold
54,546
– – 0.52% 105
2018
Q2 		$2.12M Hold
54,546
– – 0.54% 102
2018
Q1 		$2.29M Buy
54,546
+6,946
+15% +$312K 0.57% 87
2017
Q4 		$2M Hold
47,600
– – 0.5% 92
2017
Q3 		$1.8M Sell
47,600
-3,570
-7% -$125K 0.48% 105
2017
Q2 		$1.83M Hold
51,170
– – 0.47% 117
2017
Q1 		$1.77M Hold
51,170
– – 0.46% 113
2016
Q4 		$1.82M Buy
+51,170
New +$1.55M 0.49% 85

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return