Lenox Wealth Management’s Citizens Financial Group CFG Stock Holding History

Lenox 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
2020 Q2	$1K	Sell	50 -295	-86%	-$6.69K	﹤0.01%	685
2020 Q1	$6K	Buy	345 +250	+263%	+$8.16K	﹤0.01%	456
2019 Q4	$4K	Hold	95	–	–	﹤0.01%	561
2019 Q3	$3K	Hold	95	–	–	﹤0.01%	589
2019 Q2	$3K	Hold	95	–	–	﹤0.01%	562
2019 Q1	$3K	Hold	95	–	–	﹤0.01%	572
2018 Q4	$3K	Hold	95	–	–	﹤0.01%	515
2018 Q3	$4K	Hold	95	–	–	﹤0.01%	523
2018 Q2	$4K	Hold	95	–	–	﹤0.01%	449
2018 Q1	$3K	Hold	95	–	–	﹤0.01%	423
2017 Q4	$4K	Hold	95	–	–	﹤0.01%	434
2017 Q3	$3K	Hold	95	–	–	﹤0.01%	457
2017 Q2	$3K	Buy	+95	New	+$3.37K	﹤0.01%	446

Other funds holding CFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lenox Wealth Management's CFG Position: Q2 2020 in Review

Lenox Wealth Management reduced its Citizens Financial Group (CFG) stake by 86% in Q2 2020, selling an estimated $6.69K and leaving 50 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Lenox Wealth Management first reported a position in CFG in Q2 2017 and has held it in 13 quarters since. The position peaked at $6K in Q1 2020. 570 funds tracked by Wall St. Rank hold CFG as of Q2 2020.

Lenox Wealth Management held 50 shares of Citizens Financial Group worth $1K as of Q2 2020.
Lenox Wealth Management sold 295 Citizens Financial Group shares in Q2 2020, an estimated $6.69K.
Citizens Financial Group made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #685 holding.
Lenox Wealth Management first reported a position in Citizens Financial Group in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Citizens Financial Group position peaked at $6K in Q1 2020.
570 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.