Mariner Wealth Advisors (Cincinnati)’s Citizens Financial Group CFG Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	$20.9M	Buy	540,762 +21,594	+4%	+$871K	1.15%	30
2018 Q2	$20.2M	Sell	519,168 -9,879	-2%	-$412K	1.2%	28
2018 Q1	$22.2M	Buy	529,047 +9,563	+2%	+$429K	1.37%	21
2017 Q4	$21.8M	Buy	519,484 +12,883	+3%	+$504K	1.32%	24
2017 Q3	$19.2M	Buy	506,601 +32,379	+7%	+$1.13M	1.24%	26
2017 Q2	$16.9M	Buy	474,222 +250,190	+112%	+$8.87M	1.18%	30
2017 Q1	$7.74M	Buy	224,032 +17,865	+9%	+$652K	0.56%	56
2016 Q4	$7.35M	Buy	206,167 +2,510	+1%	+$76.1K	0.57%	57
2016 Q3	$5.03M	Buy	203,657 +188,142	+1,213%	+$4.32M	0.43%	62
2016 Q2	$310K	Buy	15,515 +2,100	+16%	+$46.6K	0.03%	206
2016 Q1	$281K	Sell	13,415 -750	-5%	-$15.9K	0.03%	195
2015 Q4	$371K	Buy	+14,165	New	+$357K	0.04%	171

Other funds holding CFG

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s CFG Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Citizens Financial Group (CFG) stake by 4.2% in Q3 2018, buying an estimated $871K and bringing the position to 540,762 shares worth $20.9M. The position accounts for 1.15% of the portfolio, ranked #30.

Mariner Wealth Advisors (Cincinnati) first reported a position in CFG in Q4 2015 and has held it in 12 quarters since. The position peaked at $22.2M in Q1 2018. 626 funds tracked by Wall St. Rank hold CFG as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 540,762 shares of Citizens Financial Group worth $20.9M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 21,594 Citizens Financial Group shares in Q3 2018, an estimated $871K.
Citizens Financial Group made up 1.15% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #30 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Citizens Financial Group in Q4 2015 and has held it in 12 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Citizens Financial Group position peaked at $22.2M in Q1 2018.
626 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.