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Well Done LLC’s Citizens Financial Group CFG Stock Holding History

Well Done LLC’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
-205
Closed -$6K – 220
2018
Q4 		$6K Buy
+205
New +$7.19K ﹤0.01% 547
2018
Q2 		– Sell
-205
Closed -$9K – 182
2018
Q1 		$9K Buy
+205
New +$9.2K ﹤0.01% 442

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

Well Done LLC's CFG Position: Q1 2019 in Review

Well Done LLC sold out of Citizens Financial Group (CFG) in Q1 2019, closing a stake of 205 shares — an estimated $6K sold.

Well Done LLC first reported a position in CFG in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 657 funds tracked by Wall St. Rank hold CFG as of Q1 2019.

  • Well Done LLC reported no remaining Citizens Financial Group position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 205 Citizens Financial Group shares in Q1 2019, an estimated $6K.
  • Well Done LLC first reported a position in Citizens Financial Group in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's Citizens Financial Group position peaked at $9K in Q1 2018.
  • 657 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.