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Wealthfront’s Citizens Financial Group CFG Stock Holding History

Wealthfront’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
2018
Q3 		$1.11M Sell
28,797
-1,184
-4% -$47.7K 0.01% 237
2018
Q2 		$1.17M Sell
29,981
-1,606
-5% -$66.9K 0.01% 221
2018
Q1 		$1.33M Buy
31,587
+545
+2% +$24.5K 0.01% 196
2017
Q4 		$1.3M Buy
31,042
+290
+0.9% +$11.3K 0.01% 180
2017
Q3 		$1.17M Buy
30,752
+17,415
+131% +$609K 0.02% 167
2017
Q2 		$476K Buy
13,337
+3,006
+29% +$107K 0.01% 279
2017
Q1 		$357K Buy
10,331
+200
+2% +$7.3K 0.01% 297
2016
Q4 		$361K Buy
10,131
+1,676
+20% +$50.8K 0.01% 261
2016
Q3 		$209K Buy
+8,455
New +$194K 0.01% 358

Other funds holding CFG

SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wealthfront's CFG Position: Q3 2018 in Review

Wealthfront reduced its Citizens Financial Group (CFG) stake by 3.9% in Q3 2018, selling an estimated $47.7K and leaving 28,797 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #237.

Wealthfront first reported a position in CFG in Q3 2016 and has held it in 9 quarters since. The position peaked at $1.33M in Q1 2018. 627 funds tracked by Wall St. Rank hold CFG as of Q3 2018.

  • Wealthfront held 28,797 shares of Citizens Financial Group worth $1.11M as of Q3 2018.
  • Wealthfront sold 1,184 Citizens Financial Group shares in Q3 2018, an estimated $47.7K.
  • Citizens Financial Group made up 0.01% of Wealthfront's portfolio in Q3 2018, its #237 holding.
  • Wealthfront first reported a position in Citizens Financial Group in Q3 2016 and has held it in 9 quarters since.
  • Wealthfront's Citizens Financial Group position peaked at $1.33M in Q1 2018.
  • 627 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.