Acorn Wealth Advisors’s Regions Financial RF Stock Holding History

Acorn Wealth 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
2018 Q2	–	Sell	-463	Closed	-$9K	–	736
2018 Q1	$9K	Hold	463	–	–	0.01%	531
2017 Q4	$8K	Buy	+463	New	+$7.4K	0.01%	533

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Acorn Wealth Advisors's RF Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Regions Financial (RF) in Q2 2018, closing a stake of 463 shares — an estimated $9K sold.

Acorn Wealth Advisors first reported a position in RF in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 712 funds tracked by Wall St. Rank hold RF as of Q2 2018.

Acorn Wealth Advisors reported no remaining Regions Financial position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 463 Regions Financial shares in Q2 2018, an estimated $9K.
Acorn Wealth Advisors first reported a position in Regions Financial in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's Regions Financial position peaked at $9K in Q1 2018.
712 funds tracked by Wall St. Rank held Regions Financial as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.