Old Mutual Customised Solutions’s Citizens Financial Group CFG Stock Holding History

Old Mutual Customised Solutions’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 Q2	$1.33M	Hold	34,287	–	–	0.13%	194
2018 Q1	$1.44M	Hold	34,287	–	–	0.15%	179
2017 Q4	$1.44M	Buy	34,287 +9,900	+41%	+$387K	0.15%	174
2017 Q3	$924K	Buy	24,387 +3,200	+15%	+$112K	0.13%	201
2017 Q2	$756K	Hold	21,187	–	–	0.11%	222
2017 Q1	$732K	Sell	21,187 -3,813	-15%	-$139K	0.11%	224
2016 Q4	$891K	Buy	25,000 +5,500	+28%	+$167K	0.16%	156
2016 Q3	$482K	Sell	19,500 -3,900	-17%	-$89.6K	0.14%	174
2016 Q2	$468K	Buy	23,400 +7,800	+50%	+$173K	0.12%	212
2016 Q1	$327K	Buy	+15,600	New	+$331K	0.08%	291

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Old Mutual Customised Solutions's CFG Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Citizens Financial Group (CFG) position steady in Q2 2018 at 34,287 shares worth $1.33M. The position accounts for 0.13% of the portfolio, ranked #194.

Old Mutual Customised Solutions first reported a position in CFG in Q1 2016 and has held it in 10 quarters since. The position peaked at $1.44M in Q1 2018. 632 funds tracked by Wall St. Rank hold CFG as of Q2 2018.

Old Mutual Customised Solutions held 34,287 shares of Citizens Financial Group worth $1.33M as of Q2 2018.
Old Mutual Customised Solutions left its Citizens Financial Group share count unchanged in Q2 2018.
Citizens Financial Group made up 0.13% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #194 holding.
Old Mutual Customised Solutions first reported a position in Citizens Financial Group in Q1 2016 and has held it in 10 quarters since.
Old Mutual Customised Solutions's Citizens Financial Group position peaked at $1.44M in Q1 2018.
632 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.