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

MinichMacGregor 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
2018 Q4	–	Sell	-57	Closed	-$2K	–	166
2018 Q3	$2K	Hold	57	–	–	﹤0.01%	442
2018 Q2	$2K	Buy	57 +8	+16%	+$333	﹤0.01%	434
2018 Q1	$2K	Buy	49 +2	+4%	+$90	﹤0.01%	420
2017 Q4	$1K	Hold	47	–	–	﹤0.01%	443
2017 Q3	$1K	Hold	47	–	–	﹤0.01%	420
2017 Q2	$1K	Hold	47	–	–	﹤0.01%	413
2017 Q1	$1K	Sell	47 -44	-48%	-$1.61K	﹤0.01%	403
2016 Q4	$3K	Sell	91 -32	-26%	-$970	﹤0.01%	361
2016 Q3	$3K	Buy	123 +10	+9%	+$230	﹤0.01%	355
2016 Q2	$2K	Buy	113 +4	+4%	+$89	﹤0.01%	357
2016 Q1	$2K	Buy	109 +39	+56%	+$827	﹤0.01%	348
2015 Q4	$1K	Buy	+70	New	+$1.76K	﹤0.01%	345

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MinichMacGregor Wealth Management's CFG Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Citizens Financial Group (CFG) in Q4 2018, closing a stake of 57 shares — an estimated $2K sold.

MinichMacGregor Wealth Management first reported a position in CFG in Q4 2015 and held it in 12 quarters. The position peaked at $3K in Q4 2016. 632 funds tracked by Wall St. Rank hold CFG as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Citizens Financial Group position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 57 Citizens Financial Group shares in Q4 2018, an estimated $2K.
MinichMacGregor Wealth Management first reported a position in Citizens Financial Group in Q4 2015 and held it in 12 quarters.
MinichMacGregor Wealth Management's Citizens Financial Group position peaked at $3K in Q4 2016.
632 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.