Winslow Evans & Crocker’s Citizens Financial Group CFG Stock Holding History

Winslow Evans & Crocker’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
2020 Q2	–	Sell	-146	Closed	-$4K	–	1133
2020 Q1	$4K	Sell	146 -250	-63%	-$8.16K	﹤0.01%	882
2019 Q4	$18K	Sell	396 -150	-27%	-$5.61K	﹤0.01%	674
2019 Q3	$22K	Hold	546	–	–	0.01%	632
2019 Q2	$22K	Buy	546 +66	+14%	+$2.3K	0.01%	645
2019 Q1	$18K	Buy	480 +84	+21%	+$2.91K	0.01%	682
2018 Q4	$14K	Buy	396 +250	+171%	+$8.77K	﹤0.01%	691
2018 Q3	$6K	Hold	146	–	–	﹤0.01%	886
2018 Q2	$6K	Hold	146	–	–	﹤0.01%	890
2018 Q1	$6.09K	Hold	146	–	–	﹤0.01%	881
2017 Q4	$6.09K	Hold	146	–	–	﹤0.01%	904
2017 Q3	$5.49K	Sell	146 -959	-87%	-$33.5K	﹤0.01%	922
2017 Q2	$39.4K	Sell	1,105 -31	-3%	-$1.1K	0.01%	610
2017 Q1	$39.2K	Buy	1,136 +30	+3%	+$1.09K	0.01%	588
2016 Q4	$39.4K	Buy	1,106 +1,026	+1,283%	+$31.1K	0.01%	585
2016 Q3	$1.98K	Hold	80	–	–	﹤0.01%	1187
2016 Q2	$1.6K	Hold	80	–	–	﹤0.01%	1187
2016 Q1	$1.68K	Hold	80	–	–	﹤0.01%	1182
2015 Q4	$2.1K	Hold	80	–	–	﹤0.01%	1230
2015 Q3	$1.91K	Hold	80	–	–	﹤0.01%	1182
2015 Q2	$2.19K	Buy	+80	New	+$2.12K	﹤0.01%	1197

Other funds holding CFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Winslow Evans & Crocker's CFG Position: Q2 2020 in Review

Winslow Evans & Crocker sold out of Citizens Financial Group (CFG) in Q2 2020, closing a stake of 146 shares — an estimated $4K sold.

Winslow Evans & Crocker first reported a position in CFG in Q2 2015 and held it in 20 quarters. The position peaked at $39.4K in Q2 2017. 570 funds tracked by Wall St. Rank hold CFG as of Q2 2020.

Winslow Evans & Crocker reported no remaining Citizens Financial Group position as of Q2 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 146 Citizens Financial Group shares in Q2 2020, an estimated $4K.
Winslow Evans & Crocker first reported a position in Citizens Financial Group in Q2 2015 and held it in 20 quarters.
Winslow Evans & Crocker's Citizens Financial Group position peaked at $39.4K in Q2 2017.
570 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2020.

Based on Winslow Evans & Crocker's 13F filing for Q2 2020, filed 23 Jul 2020.