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Pathway Financial Advisors’s Citizens Financial Group CFG Stock Holding History

Pathway Financial Advisors’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
Q3 		– Sell
-2,441
Closed -$95K – 142
2018
Q2 		$95K Hold
2,441
– – 0.06% 161
2018
Q1 		$102K Hold
2,441
– – 0.06% 159
2017
Q4 		$102K Buy
+2,441
New +$95.5K 0.06% 157

Other funds holding CFG

SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Pathway Financial Advisors's CFG Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Citizens Financial Group (CFG) in Q3 2018, closing a stake of 2,441 shares — an estimated $95K sold.

Pathway Financial Advisors first reported a position in CFG in Q4 2017 and held it in 3 quarters. The position peaked at $102K in Q1 2018. 626 funds tracked by Wall St. Rank hold CFG as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Citizens Financial Group position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 2,441 Citizens Financial Group shares in Q3 2018, an estimated $95K.
  • Pathway Financial Advisors first reported a position in Citizens Financial Group in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Citizens Financial Group position peaked at $102K in Q1 2018.
  • 626 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.