New Jersey Better Educational Savings Trust’s Citizens Financial Group CFG Stock Holding History

New Jersey Better Educational Savings Trust’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
2019 Q4	–	Sell	-10,000	Closed	-$354K	–	119
2019 Q3	$354K	Hold	10,000	–	–	0.49%	58
2019 Q2	$354K	Hold	10,000	–	–	0.47%	62
2019 Q1	$325K	Sell	10,000 -2,000	-17%	-$69.3K	0.43%	73
2018 Q4	$357K	Buy	12,000 +2,000	+20%	+$70.1K	0.46%	62
2018 Q3	$386K	Buy	+10,000	New	+$403K	0.39%	91

Other funds holding CFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

New Jersey Better Educational Savings Trust's CFG Position: Q4 2019 in Review

New Jersey Better Educational Savings Trust sold out of Citizens Financial Group (CFG) in Q4 2019, closing a stake of 10,000 shares — an estimated $354K sold.

New Jersey Better Educational Savings Trust first reported a position in CFG in Q3 2018 and held it in 5 quarters. The position peaked at $386K in Q3 2018. 686 funds tracked by Wall St. Rank hold CFG as of Q4 2019.

New Jersey Better Educational Savings Trust reported no remaining Citizens Financial Group position as of Q4 2019 after selling out during the quarter.
New Jersey Better Educational Savings Trust sold 10,000 Citizens Financial Group shares in Q4 2019, an estimated $354K.
New Jersey Better Educational Savings Trust first reported a position in Citizens Financial Group in Q3 2018 and held it in 5 quarters.
New Jersey Better Educational Savings Trust's Citizens Financial Group position peaked at $386K in Q3 2018.
686 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2019.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q4 2019, filed 31 Jan 2020.