Loring Wolcott & Coolidge Fiduciary Advisors’s Citizens Financial Group CFG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2021 Q3	–	Sell	-232	Closed	-$11K	–	787
2021 Q2	$11K	Buy	+232	New	+$10.9K	﹤0.01%	614
2020 Q3	–	Sell	-825	Closed	-$21K	–	594
2020 Q2	$21K	Hold	825	–	–	﹤0.01%	437
2020 Q1	$16K	Hold	825	–	–	﹤0.01%	489
2019 Q4	$34K	Hold	825	–	–	﹤0.01%	458
2019 Q3	$29K	Hold	825	–	–	﹤0.01%	472
2019 Q2	$29K	Hold	825	–	–	﹤0.01%	467
2019 Q1	$27K	Hold	825	–	–	﹤0.01%	480
2018 Q4	$24K	Buy	+825	New	+$28.9K	﹤0.01%	486

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's CFG Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Citizens Financial Group (CFG) in Q3 2021, closing a stake of 232 shares — an estimated $11K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CFG in Q4 2018 and held it in 8 quarters. The position peaked at $34K in Q4 2019. 702 funds tracked by Wall St. Rank hold CFG as of Q3 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Citizens Financial Group position as of Q3 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 232 Citizens Financial Group shares in Q3 2021, an estimated $11K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Citizens Financial Group in Q4 2018 and held it in 8 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Citizens Financial Group position peaked at $34K in Q4 2019.
702 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.