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Wright Investors Service’s Citizens Financial Group CFG Stock Holding History

Wright Investors Service’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
2019
Q4 		– Sell
-8,470
Closed -$300K – 143
2019
Q3 		$300K Sell
8,470
-51
-0.6% -$1.78K 0.11% 139
2019
Q2 		$302K Sell
8,521
-28
-0.3% -$976 0.12% 138
2019
Q1 		$278K Buy
+8,549
New +$296K 0.11% 134
2018
Q4 		– Sell
-11,081
Closed -$428K – 149
2018
Q3 		$428K Buy
11,081
+4,195
+61% +$169K 0.16% 116
2018
Q2 		$268K Sell
6,886
-35
-0.5% -$1.46K 0.11% 135
2018
Q1 		$290K Buy
+6,921
New +$311K 0.1% 163

Other funds holding CFG

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wright Investors Service's CFG Position: Q4 2019 in Review

Wright Investors Service sold out of Citizens Financial Group (CFG) in Q4 2019, closing a stake of 8,470 shares — an estimated $300K sold.

Wright Investors Service first reported a position in CFG in Q1 2018 and held it in 6 quarters. The position peaked at $428K in Q3 2018. 686 funds tracked by Wall St. Rank hold CFG as of Q4 2019.

  • Wright Investors Service reported no remaining Citizens Financial Group position as of Q4 2019 after selling out during the quarter.
  • Wright Investors Service sold 8,470 Citizens Financial Group shares in Q4 2019, an estimated $300K.
  • Wright Investors Service first reported a position in Citizens Financial Group in Q1 2018 and held it in 6 quarters.
  • Wright Investors Service's Citizens Financial Group position peaked at $428K in Q3 2018.
  • 686 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2019.

Based on Wright Investors Service's 13F filing for Q4 2019, filed 28 Jan 2020.