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V Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

V 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
2019
Q1 		– Sell
-40,682
Closed -$1.31M – 264
2018
Q4 		$1.31M Sell
40,682
-7,587
-16% -$266K 0.66% 42
2018
Q3 		$1.86M Sell
48,269
-1,139
-2% -$45.9K 0.86% 31
2018
Q2 		$1.97M Buy
49,408
+992
+2% +$41.3K 1.1% 24
2018
Q1 		$1.97M Buy
48,416
+871
+2% +$39.1K 1.05% 28
2017
Q4 		$2.15M Buy
47,545
+608
+1% +$23.8K 1.08% 28
2017
Q3 		$1.77M Buy
46,937
+3,737
+9% +$131K 0.9% 36
2017
Q2 		$1.54M Buy
43,200
+1,480
+4% +$52.5K 0.72% 42
2017
Q1 		$1.44M Buy
41,720
+6,844
+20% +$250K 0.88% 39
2016
Q4 		$1.25M Buy
+34,876
New +$1.06M 0.91% 39

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

V Wealth Advisors's CFG Position: Q1 2019 in Review

V Wealth Advisors sold out of Citizens Financial Group (CFG) in Q1 2019, closing a stake of 40,682 shares — an estimated $1.31M sold.

V Wealth Advisors first reported a position in CFG in Q4 2016 and held it in 9 quarters. The position peaked at $2.15M in Q4 2017. 658 funds tracked by Wall St. Rank hold CFG as of Q1 2019.

  • V Wealth Advisors reported no remaining Citizens Financial Group position as of Q1 2019 after selling out during the quarter.
  • V Wealth Advisors sold 40,682 Citizens Financial Group shares in Q1 2019, an estimated $1.31M.
  • V Wealth Advisors first reported a position in Citizens Financial Group in Q4 2016 and held it in 9 quarters.
  • V Wealth Advisors's Citizens Financial Group position peaked at $2.15M in Q4 2017.
  • 658 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2019.

Based on V Wealth Advisors's 13F filing for Q1 2019, filed 16 May 2019.