Whitney & Co’s Citizens Financial Group CFG Stock Holding History

Whitney & Co’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 Q4	–	Sell	-153	Closed	-$6K	–	163
2018 Q3	$6K	Buy	+153	New	+$6.17K	﹤0.01%	365

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Whitney & Co's CFG Position: Q4 2018 in Review

Whitney & Co sold out of Citizens Financial Group (CFG) in Q4 2018, closing a stake of 153 shares — an estimated $6K sold.

Whitney & Co first reported a position in CFG in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 631 funds tracked by Wall St. Rank hold CFG as of Q4 2018.

Whitney & Co reported no remaining Citizens Financial Group position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 153 Citizens Financial Group shares in Q4 2018, an estimated $6K.
Whitney & Co first reported a position in Citizens Financial Group in Q3 2018 and held it in 1 quarter.
Whitney & Co's Citizens Financial Group position peaked at $6K in Q3 2018.
631 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.