Wolf Group Capital Advisors’s Citizens Financial Group CFG Stock Holding History

Wolf Group Capital Advisors’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	-6,509	Closed	-$253K	–	92
2018 Q2	$253K	Sell	6,509 -2,020	-24%	-$84.1K	0.16%	88
2018 Q1	$358K	Sell	8,529 -5,099	-37%	-$229K	0.24%	89
2017 Q4	$572K	Buy	13,628 +837	+7%	+$32.7K	0.36%	79
2017 Q3	$474K	Sell	12,791 -5,259	-29%	-$184K	0.33%	83
2017 Q2	$644K	Sell	18,050 -6,374	-26%	-$226K	0.5%	61
2017 Q1	$844K	Buy	24,424 +1,277	+6%	+$46.6K	0.55%	61
2016 Q4	$825K	Buy	23,147 +2,025	+10%	+$61.4K	0.55%	62
2016 Q3	$522K	Buy	21,122 +5,620	+36%	+$129K	0.36%	74
2016 Q2	$310K	Buy	+15,502	New	+$344K	0.23%	82

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Wolf Group Capital Advisors's CFG Position: Q3 2018 in Review

Wolf Group Capital Advisors sold out of Citizens Financial Group (CFG) in Q3 2018, closing a stake of 6,509 shares — an estimated $253K sold.

Wolf Group Capital Advisors first reported a position in CFG in Q2 2016 and held it in 9 quarters. The position peaked at $844K in Q1 2017. 627 funds tracked by Wall St. Rank hold CFG as of Q3 2018.

Wolf Group Capital Advisors reported no remaining Citizens Financial Group position as of Q3 2018 after selling out during the quarter.
Wolf Group Capital Advisors sold 6,509 Citizens Financial Group shares in Q3 2018, an estimated $253K.
Wolf Group Capital Advisors first reported a position in Citizens Financial Group in Q2 2016 and held it in 9 quarters.
Wolf Group Capital Advisors's Citizens Financial Group position peaked at $844K in Q1 2017.
627 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2018.

Based on Wolf Group Capital Advisors's 13F filing for Q3 2018, filed 23 Oct 2018.