1834 Investment Advisors’s Regions Financial RF Stock Holding History

1834 Investment Advisors’s Portfolio RF Stock Details RF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,300	Closed	-$21K	–	482
2019 Q3	$21K	Buy	+1,300	New	+$19.7K	﹤0.01%	321
2018 Q2	–	Sell	-1,791	Closed	-$33K	–	455
2018 Q1	$33K	Hold	1,791	–	–	0.01%	307
2017 Q4	$31K	Buy	+1,791	New	+$28.6K	﹤0.01%	324

Other funds holding RF

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1834 Investment Advisors's RF Position: Q4 2019 in Review

1834 Investment Advisors sold out of Regions Financial (RF) in Q4 2019, closing a stake of 1,300 shares — an estimated $21K sold.

1834 Investment Advisors first reported a position in RF in Q4 2017 and held it in 3 quarters. The position peaked at $33K in Q1 2018. 757 funds tracked by Wall St. Rank hold RF as of Q4 2019.

1834 Investment Advisors reported no remaining Regions Financial position as of Q4 2019 after selling out during the quarter.
1834 Investment Advisors sold 1,300 Regions Financial shares in Q4 2019, an estimated $21K.
1834 Investment Advisors first reported a position in Regions Financial in Q4 2017 and held it in 3 quarters.
1834 Investment Advisors's Regions Financial position peaked at $33K in Q1 2018.
757 funds tracked by Wall St. Rank held Regions Financial as of Q4 2019.

Based on 1834 Investment Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.