WealthStone’s Citizens Financial Group CFG Stock Holding History

WealthStone’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 Q3	–	Sell	-15	Closed	-$530	–	159
2019 Q2	$530	Buy	+15	New	+$523	﹤0.01%	859

Other funds holding CFG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

WealthStone's CFG Position: Q3 2019 in Review

WealthStone sold out of Citizens Financial Group (CFG) in Q3 2019, closing a stake of 15 shares — an estimated $530 sold.

WealthStone first reported a position in CFG in Q2 2019 and held it in 1 quarter. The position peaked at $530 in Q2 2019. 651 funds tracked by Wall St. Rank hold CFG as of Q3 2019.

WealthStone reported no remaining Citizens Financial Group position as of Q3 2019 after selling out during the quarter.
WealthStone sold 15 Citizens Financial Group shares in Q3 2019, an estimated $530.
WealthStone first reported a position in Citizens Financial Group in Q2 2019 and held it in 1 quarter.
WealthStone's Citizens Financial Group position peaked at $530 in Q2 2019.
651 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.