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Winfield Associates’s Citizens Financial Group CFG Stock Holding History

Winfield Associates’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
Q1 		– Sell
-184
Closed -$7K – 757
2016
Q4 		$7K Hold
184
– – ﹤0.01% 393
2016
Q3 		$5K Hold
184
– – ﹤0.01% 399
2016
Q2 		$4K Buy
+184
New +$4.08K ﹤0.01% 416

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Winfield Associates's CFG Position: Q1 2017 in Review

Winfield Associates sold out of Citizens Financial Group (CFG) in Q1 2017, closing a stake of 184 shares — an estimated $7K sold.

Winfield Associates first reported a position in CFG in Q2 2016 and held it in 3 quarters. The position peaked at $7K in Q4 2016. 569 funds tracked by Wall St. Rank hold CFG as of Q1 2017.

  • Winfield Associates reported no remaining Citizens Financial Group position as of Q1 2017 after selling out during the quarter.
  • Winfield Associates sold 184 Citizens Financial Group shares in Q1 2017, an estimated $7K.
  • Winfield Associates first reported a position in Citizens Financial Group in Q2 2016 and held it in 3 quarters.
  • Winfield Associates's Citizens Financial Group position peaked at $7K in Q4 2016.
  • 569 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2017.

Based on Winfield Associates's 13F filing for Q1 2017, filed 10 May 2017.