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Squar Milner Financial Services’s Citizens Financial Group CFG Stock Holding History

Squar Milner Financial Services’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
-120
Closed -$2K – 291
2020
Q1 		$2K Sell
120
-94
-44% -$3.07K ﹤0.01% 660
2019
Q4 		$8K Buy
+214
New +$8.01K ﹤0.01% 597
2019
Q2 		– Sell
-120
Closed -$3K – 812
2019
Q1 		$3K Hold
120
– – ﹤0.01% 719
2018
Q4 		$4K Buy
+120
New +$4.21K ﹤0.01% 586

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

Squar Milner Financial Services's CFG Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Citizens Financial Group (CFG) in Q2 2020, closing a stake of 120 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in CFG in Q4 2018 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 570 funds tracked by Wall St. Rank hold CFG as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Citizens Financial Group position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 120 Citizens Financial Group shares in Q2 2020, an estimated $2K.
  • Squar Milner Financial Services first reported a position in Citizens Financial Group in Q4 2018 and held it in 4 quarters.
  • Squar Milner Financial Services's Citizens Financial Group position peaked at $8K in Q4 2019.
  • 570 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.