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Marino Stram & Associates’s Citizens Financial Group CFG Stock Holding History

Marino Stram & Associates’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
Q2 		– Sell
-116
Closed -$5K – 482
2018
Q1 		$5K Buy
116
+1
+0.9% +$45 ﹤0.01% 374
2017
Q4 		$5K Buy
+115
New +$4.5K ﹤0.01% 376

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Marino Stram & Associates's CFG Position: Q2 2018 in Review

Marino Stram & Associates sold out of Citizens Financial Group (CFG) in Q2 2018, closing a stake of 116 shares — an estimated $5K sold.

Marino Stram & Associates first reported a position in CFG in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 632 funds tracked by Wall St. Rank hold CFG as of Q2 2018.

  • Marino Stram & Associates reported no remaining Citizens Financial Group position as of Q2 2018 after selling out during the quarter.
  • Marino Stram & Associates sold 116 Citizens Financial Group shares in Q2 2018, an estimated $5K.
  • Marino Stram & Associates first reported a position in Citizens Financial Group in Q4 2017 and held it in 2 quarters.
  • Marino Stram & Associates's Citizens Financial Group position peaked at $5K in Q1 2018.
  • 632 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2018.

Based on Marino Stram & Associates's 13F filing for Q2 2018, filed 14 Aug 2018.