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Selective Wealth Management’s Citizens Financial Group CFG Stock Holding History

Selective Wealth 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
-138
Closed -$3K – 327
2020
Q2 		$3K Hold
138
– – ﹤0.01% 340
2020
Q1 		$3K Hold
138
– – ﹤0.01% 237
2019
Q4 		$6K Buy
138
+2
+1% +$75 0.01% 198
2019
Q3 		$5K Buy
+136
New +$4.75K 0.01% 218

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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 $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Selective Wealth Management's CFG Position: Q3 2020 in Review

Selective Wealth Management sold out of Citizens Financial Group (CFG) in Q3 2020, closing a stake of 138 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in CFG in Q3 2019 and held it in 4 quarters. The position peaked at $6K in Q4 2019. 552 funds tracked by Wall St. Rank hold CFG as of Q3 2020.

  • Selective Wealth Management reported no remaining Citizens Financial Group position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 138 Citizens Financial Group shares in Q3 2020, an estimated $3K.
  • Selective Wealth Management first reported a position in Citizens Financial Group in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's Citizens Financial Group position peaked at $6K in Q4 2019.
  • 552 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.