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Rampart Investment Management’s Citizens Financial Group CFG Stock Holding History

Rampart Investment Management’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
Q3 		– Sell
-3,279
Closed -$83K – 427
2020
Q2 		$83K Sell
3,279
-234
-7% -$5.31K 0.01% 471
2020
Q1 		$66K Sell
3,513
-1,804
-34% -$58.9K 0.03% 400
2019
Q4 		$216K Buy
5,317
+82
+2% +$3.07K 0.03% 442
2019
Q3 		$185K Sell
5,235
-661
-11% -$23.1K 0.02% 444
2019
Q2 		$208K Sell
5,896
-8,511
-59% -$297K 0.02% 448
2019
Q1 		$468K Buy
14,407
+9,816
+214% +$340K 0.05% 330
2018
Q4 		$136K Sell
4,591
-17,208
-79% -$603K 0.04% 337
2018
Q3 		$188K Buy
21,799
+4,645
+27% +$187K 0.08% 257
2018
Q2 		$667K Sell
17,154
-8,824
-34% -$368K 0.07% 311
2018
Q1 		$1.09M Buy
25,978
+19,205
+284% +$862K 0.1% 238
2017
Q4 		$284K Buy
6,773
+524
+8% +$20.5K 0.11% 214
2017
Q3 		$237K Buy
6,249
+432
+7% +$15.1K 0.08% 276
2017
Q2 		$208K Buy
5,817
+4,399
+310% +$156K 0.07% 290
2017
Q1 		$49K Sell
1,418
-22,681
-94% -$828K 0.02% 273
2016
Q4 		$858K Sell
24,099
-79
-0.3% -$2.39K 0.31% 36
2016
Q3 		$597K Buy
+24,178
New +$556K 0.23% 81

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rampart Investment Management's CFG Position: Q3 2020 in Review

Rampart Investment Management sold out of Citizens Financial Group (CFG) in Q3 2020, closing a stake of 3,279 shares — an estimated $83K sold.

Rampart Investment Management first reported a position in CFG in Q3 2016 and held it in 16 quarters. The position peaked at $1.09M in Q1 2018. 553 funds tracked by Wall St. Rank hold CFG as of Q3 2020.

  • Rampart Investment Management reported no remaining Citizens Financial Group position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 3,279 Citizens Financial Group shares in Q3 2020, an estimated $83K.
  • Rampart Investment Management first reported a position in Citizens Financial Group in Q3 2016 and held it in 16 quarters.
  • Rampart Investment Management's Citizens Financial Group position peaked at $1.09M in Q1 2018.
  • 553 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.