WealthOne’s Citizens Financial Group CFG Stock Holding History

WealthOne’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	-282	Closed	-$8K	–	137
2018 Q4	$8K	Buy	+282	New	+$9.89K	0.01%	392

Other funds holding CFG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WealthOne's CFG Position: Q1 2019 in Review

WealthOne sold out of Citizens Financial Group (CFG) in Q1 2019, closing a stake of 282 shares — an estimated $8K sold.

WealthOne first reported a position in CFG in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 658 funds tracked by Wall St. Rank hold CFG as of Q1 2019.

WealthOne reported no remaining Citizens Financial Group position as of Q1 2019 after selling out during the quarter.
WealthOne sold 282 Citizens Financial Group shares in Q1 2019, an estimated $8K.
WealthOne first reported a position in Citizens Financial Group in Q4 2018 and held it in 1 quarter.
WealthOne's Citizens Financial Group position peaked at $8K in Q4 2018.
658 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.