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Advisory Research’s Regions Financial RF Stock Holding History

Advisory Research’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
2014
Q2 		– Sell
-6,489
Closed -$72K – 608
2014
Q1 		$72K Buy
+6,489
New +$68.4K ﹤0.01% 431

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisory Research's RF Position: Q2 2014 in Review

Advisory Research sold out of Regions Financial (RF) in Q2 2014, closing a stake of 6,489 shares — an estimated $72K sold.

Advisory Research first reported a position in RF in Q1 2014 and held it in 1 quarter. The position peaked at $72K in Q1 2014. 575 funds tracked by Wall St. Rank hold RF as of Q2 2014.

  • Advisory Research reported no remaining Regions Financial position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 6,489 Regions Financial shares in Q2 2014, an estimated $72K.
  • Advisory Research first reported a position in Regions Financial in Q1 2014 and held it in 1 quarter.
  • Advisory Research's Regions Financial position peaked at $72K in Q1 2014.
  • 575 funds tracked by Wall St. Rank held Regions Financial as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.