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MWM
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
Shares
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
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1-Year Est. Return
Franklin Resources
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$408B AUM
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1-Year Est. Return
JP Morgan Chase
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$1.56T AUM
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1-Year Est. Return
Hotchkis & Wiley Capital Management
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$32.4B AUM
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1-Year Est. Return
Citadel Advisors
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$618B AUM
30.34%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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