West Family Investments’s Citizens Financial Group CFG Stock Holding History

West Family Investments’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
2017 Q2	–	Sell	-8,000	Closed	-$276K	–	101
2017 Q1	$276K	Sell	8,000 -16,000	-67%	-$584K	0.05%	87
2016 Q4	$855K	Hold	24,000	–	–	0.15%	75
2016 Q3	$593K	Hold	24,000	–	–	0.11%	79
2016 Q2	$480K	Hold	24,000	–	–	0.09%	88
2016 Q1	$503K	Hold	24,000	–	–	0.08%	91
2015 Q4	$629K	Sell	24,000 -20,000	-45%	-$504K	0.16%	76
2015 Q3	$1.05M	Buy	+44,000	New	+$1.12M	0.22%	62
2015 Q2	–	Sell	-100,000	Closed	-$2.41M	–	111
2015 Q1	$2.41M	Buy	+100,000	New	+$2.45M	0.49%	39

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

West Family Investments's CFG Position: Q2 2017 in Review

West Family Investments sold out of Citizens Financial Group (CFG) in Q2 2017, closing a stake of 8,000 shares — an estimated $276K sold.

West Family Investments first reported a position in CFG in Q1 2015 and held it in 8 quarters. The position peaked at $2.41M in Q1 2015. 568 funds tracked by Wall St. Rank hold CFG as of Q2 2017.

West Family Investments reported no remaining Citizens Financial Group position as of Q2 2017 after selling out during the quarter.
West Family Investments sold 8,000 Citizens Financial Group shares in Q2 2017, an estimated $276K.
West Family Investments first reported a position in Citizens Financial Group in Q1 2015 and held it in 8 quarters.
West Family Investments's Citizens Financial Group position peaked at $2.41M in Q1 2015.
568 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2017.

Based on West Family Investments's 13F filing for Q2 2017, filed 3 Aug 2017.