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Lake Point Wealth Management’s Citizens Financial Group CFG Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-7,056
Closed -$210K – 700
2018
Q4 		$210K Buy
+7,056
New +$247K 0.08% 141

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

Lake Point Wealth Management's CFG Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Citizens Financial Group (CFG) in Q1 2019, closing a stake of 7,056 shares — an estimated $210K sold.

Lake Point Wealth Management first reported a position in CFG in Q4 2018 and held it in 1 quarter. The position peaked at $210K in Q4 2018. 658 funds tracked by Wall St. Rank hold CFG as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Citizens Financial Group position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 7,056 Citizens Financial Group shares in Q1 2019, an estimated $210K.
  • Lake Point Wealth Management first reported a position in Citizens Financial Group in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Citizens Financial Group position peaked at $210K in Q4 2018.
  • 658 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.