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R&F Capital Advisors’s Citizens Financial Group CFG Stock Holding History

R&F Capital 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
2017
Q1 		$1.15M Buy
33,181
+13,557
+69% +$495K 0.3% 81
2016
Q4 		$699K Buy
+19,624
New +$595K 0.25% 125

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

R&F Capital Advisors's CFG Position: Q1 2017 in Review

R&F Capital Advisors increased its Citizens Financial Group (CFG) stake by 69% in Q1 2017, buying an estimated $495K and bringing the position to 33,181 shares worth $1.15M. The position accounts for 0.3% of the portfolio, ranked #81.

R&F Capital Advisors first reported a position in CFG in Q4 2016 and has held it in 2 quarters since. 569 funds tracked by Wall St. Rank hold CFG as of Q1 2017.

  • R&F Capital Advisors held 33,181 shares of Citizens Financial Group worth $1.15M as of Q1 2017.
  • R&F Capital Advisors bought 13,557 Citizens Financial Group shares in Q1 2017, an estimated $495K.
  • Citizens Financial Group made up 0.3% of R&F Capital Advisors's portfolio in Q1 2017, its #81 holding.
  • R&F Capital Advisors first reported a position in Citizens Financial Group in Q4 2016 and has held it in 2 quarters since.
  • 569 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.