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Personal Wealth Partners’s Citizens Financial Group CFG Stock Holding History

Personal Wealth Partners’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
-34
Closed -$1K – 150
2019
Q4 		$1K Hold
34
– – ﹤0.01% 392
2019
Q3 		$1K Buy
+34
New +$1.19K ﹤0.01% 402

Other funds holding CFG

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $46.4B AUM 27.74% 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

Personal Wealth Partners's CFG Position: Q1 2020 in Review

Personal Wealth Partners sold out of Citizens Financial Group (CFG) in Q1 2020, closing a stake of 34 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in CFG in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 579 funds tracked by Wall St. Rank hold CFG as of Q1 2020.

  • Personal Wealth Partners reported no remaining Citizens Financial Group position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 34 Citizens Financial Group shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in Citizens Financial Group in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Citizens Financial Group position peaked at $1K in Q4 2019.
  • 579 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.