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Security National Trust’s Citizens Financial Group CFG Stock Holding History

Security National Trust’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
Q2 		– Sell
-126
Closed -$2K – 421
2020
Q1 		$2K Buy
+126
New +$4.11K ﹤0.01% 443

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Security National Trust's CFG Position: Q2 2020 in Review

Security National Trust sold out of Citizens Financial Group (CFG) in Q2 2020, closing a stake of 126 shares — an estimated $2K sold.

Security National Trust first reported a position in CFG in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 569 funds tracked by Wall St. Rank hold CFG as of Q2 2020.

  • Security National Trust reported no remaining Citizens Financial Group position as of Q2 2020 after selling out during the quarter.
  • Security National Trust sold 126 Citizens Financial Group shares in Q2 2020, an estimated $2K.
  • Security National Trust first reported a position in Citizens Financial Group in Q1 2020 and held it in 1 quarter.
  • Security National Trust's Citizens Financial Group position peaked at $2K in Q1 2020.
  • 569 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.