Westfield Capital Management
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Westfield Capital Management’s Citizens Financial Group CFG Stock Holding History

Westfield Capital Management’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 		– Sell
-160,070
Closed -$6.23M – 256
2018
Q2 		$6.23M Buy
160,070
+2,250
+1% +$93.7K 0.05% 215
2018
Q1 		$6.63M Sell
157,820
-50
-0% -$2.25K 0.05% 210
2017
Q4 		$6.63M Buy
+157,870
New +$6.17M 0.05% 208

Other funds holding CFG

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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

Westfield Capital Management's CFG Position: Q3 2018 in Review

Westfield Capital Management sold out of Citizens Financial Group (CFG) in Q3 2018, closing a stake of 160,070 shares — an estimated $6.23M sold.

Westfield Capital Management first reported a position in CFG in Q4 2017 and held it in 3 quarters. The position peaked at $6.63M in Q4 2017. 626 funds tracked by Wall St. Rank hold CFG as of Q3 2018.

  • Westfield Capital Management reported no remaining Citizens Financial Group position as of Q3 2018 after selling out during the quarter.
  • Westfield Capital Management sold 160,070 Citizens Financial Group shares in Q3 2018, an estimated $6.23M.
  • Westfield Capital Management first reported a position in Citizens Financial Group in Q4 2017 and held it in 3 quarters.
  • Westfield Capital Management's Citizens Financial Group position peaked at $6.63M in Q4 2017.
  • 626 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2018.

Based on Westfield Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.