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NWQ Investment Management Company’s Citizens Financial Group CFG Stock Holding History

NWQ Investment Management Company’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
2020
Q1 		– Sell
-10,799
Closed -$439K – 161
2019
Q4 		$439K Hold
10,799
– – 0.01% 152
2019
Q3 		$382K Sell
10,799
-25
-0.2% -$872 0.01% 146
2019
Q2 		$383K Buy
10,824
+147
+1% +$5.12K 0.01% 140
2019
Q1 		$347K Buy
10,677
+31
+0.3% +$1.07K 0.01% 138
2018
Q4 		$317K Buy
+10,646
New +$373K 0.01% 149

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NWQ Investment Management Company's CFG Position: Q1 2020 in Review

NWQ Investment Management Company sold out of Citizens Financial Group (CFG) in Q1 2020, closing a stake of 10,799 shares — an estimated $439K sold.

NWQ Investment Management Company first reported a position in CFG in Q4 2018 and held it in 5 quarters. The position peaked at $439K in Q4 2019. 580 funds tracked by Wall St. Rank hold CFG as of Q1 2020.

  • NWQ Investment Management Company reported no remaining Citizens Financial Group position as of Q1 2020 after selling out during the quarter.
  • NWQ Investment Management Company sold 10,799 Citizens Financial Group shares in Q1 2020, an estimated $439K.
  • NWQ Investment Management Company first reported a position in Citizens Financial Group in Q4 2018 and held it in 5 quarters.
  • NWQ Investment Management Company's Citizens Financial Group position peaked at $439K in Q4 2019.
  • 580 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2020.

Based on NWQ Investment Management Company's 13F filing for Q1 2020, filed 14 May 2020.