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WealthBridge Capital Management’s Citizens Financial Group CFG Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-2,020
Closed -$72K – 229
2019
Q1 		$72K Hold
2,020
– – 0.05% 227
2018
Q4 		$60K Buy
+2,020
New +$70.8K 0.05% 223

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WealthBridge Capital Management's CFG Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Citizens Financial Group (CFG) in Q2 2019, closing a stake of 2,020 shares — an estimated $72K sold.

WealthBridge Capital Management first reported a position in CFG in Q4 2018 and held it in 2 quarters. The position peaked at $72K in Q1 2019. 651 funds tracked by Wall St. Rank hold CFG as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Citizens Financial Group position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 2,020 Citizens Financial Group shares in Q2 2019, an estimated $72K.
  • WealthBridge Capital Management first reported a position in Citizens Financial Group in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Citizens Financial Group position peaked at $72K in Q1 2019.
  • 651 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.