TRUE Private Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

TRUE Private Wealth 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
2020 Q1	–	Sell	-266	Closed	-$10K	–	691
2019 Q4	$10K	Buy	+266	New	+$9.96K	﹤0.01%	599
2019 Q3	–	Sell	-133	Closed	-$4K	–	297
2019 Q2	$4K	Buy	+133	New	+$4.64K	﹤0.01%	654
2018 Q4	–	Sell	-2,938	Closed	-$113K	–	347
2018 Q3	$113K	Buy	+2,938	New	+$118K	0.02%	335

Other funds holding CFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TRUE Private Wealth Advisors's CFG Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Citizens Financial Group (CFG) in Q1 2020, closing a stake of 266 shares — an estimated $10K sold.

TRUE Private Wealth Advisors first reported a position in CFG in Q3 2018 and held it in 3 quarters. The position peaked at $113K in Q3 2018. 579 funds tracked by Wall St. Rank hold CFG as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining Citizens Financial Group position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 266 Citizens Financial Group shares in Q1 2020, an estimated $10K.
TRUE Private Wealth Advisors first reported a position in Citizens Financial Group in Q3 2018 and held it in 3 quarters.
TRUE Private Wealth Advisors's Citizens Financial Group position peaked at $113K in Q3 2018.
579 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.