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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 $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return