Mariner Wealth Advisors (Cincinnati)’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $20.9M | Buy |
540,762
+21,594
| +4% | +$833K | 1.15% | 30 |
|
|
2018
Q2 | $20.2M | Sell |
519,168
-9,879
| -2% | -$384K | 1.2% | 28 |
|
|
2018
Q1 | $22.2M | Buy |
529,047
+9,563
| +2% | +$401K | 1.37% | 21 |
|
|
2017
Q4 | $21.8M | Buy |
519,484
+12,883
| +3% | +$541K | 1.32% | 24 |
|
|
2017
Q3 | $19.2M | Buy |
506,601
+32,379
| +7% | +$1.23M | 1.24% | 26 |
|
|
2017
Q2 | $16.9M | Buy |
474,222
+250,190
| +112% | +$8.93M | 1.18% | 30 |
|
|
2017
Q1 | $7.74M | Buy |
224,032
+17,865
| +9% | +$617K | 0.56% | 56 |
|
|
2016
Q4 | $7.35M | Buy |
206,167
+2,510
| +1% | +$89.4K | 0.57% | 57 |
|
|
2016
Q3 | $5.03M | Buy |
203,657
+188,142
| +1,213% | +$4.65M | 0.43% | 62 |
|
|
2016
Q2 | $310K | Buy |
15,515
+2,100
| +16% | +$42K | 0.03% | 206 |
|
|
2016
Q1 | $281K | Sell |
13,415
-750
| -5% | -$15.7K | 0.03% | 195 |
|
|
2015
Q4 | $371K | Buy |
+14,165
| New | +$371K | 0.04% | 171 |
|