Narwhal Capital Management’s Citizens Financial Group CFG Stock Holding History

Narwhal Capital 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 Q1	–	Sell	-8,500	Closed	-$357K	–	141
2017 Q4	$357K	Hold	8,500	–	–	0.08%	129
2017 Q3	$322K	Hold	8,500	–	–	0.08%	130
2017 Q2	$303K	Hold	8,500	–	–	0.08%	128
2017 Q1	$294K	Hold	8,500	–	–	0.08%	135
2016 Q4	$303K	Sell	8,500 -4,000	-32%	-$121K	0.09%	131
2016 Q3	$309K	Buy	+12,500	New	+$287K	0.1%	122

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 $3.38T AUM 44.17% 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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Narwhal Capital Management's CFG Position: Q1 2018 in Review

Narwhal Capital Management sold out of Citizens Financial Group (CFG) in Q1 2018, closing a stake of 8,500 shares — an estimated $357K sold.

Narwhal Capital Management first reported a position in CFG in Q3 2016 and held it in 6 quarters. The position peaked at $357K in Q4 2017. 632 funds tracked by Wall St. Rank hold CFG as of Q1 2018.

Narwhal Capital Management reported no remaining Citizens Financial Group position as of Q1 2018 after selling out during the quarter.
Narwhal Capital Management sold 8,500 Citizens Financial Group shares in Q1 2018, an estimated $357K.
Narwhal Capital Management first reported a position in Citizens Financial Group in Q3 2016 and held it in 6 quarters.
Narwhal Capital Management's Citizens Financial Group position peaked at $357K in Q4 2017.
632 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2018.

Based on Narwhal Capital Management's 13F filing for Q1 2018, filed 17 Apr 2018.