ACI
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Alpha Cubed Investments’s Regions Financial RF Stock Holding History

Alpha Cubed Investments’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
Q1 		– Sell
-24,250
Closed -$240K – 197
2013
Q4 		$240K Buy
+24,250
New +$234K 0.09% 186

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alpha Cubed Investments's RF Position: Q1 2014 in Review

Alpha Cubed Investments sold out of Regions Financial (RF) in Q1 2014, closing a stake of 24,250 shares — an estimated $240K sold.

Alpha Cubed Investments first reported a position in RF in Q4 2013 and held it in 1 quarter. The position peaked at $240K in Q4 2013. 570 funds tracked by Wall St. Rank hold RF as of Q1 2014.

  • Alpha Cubed Investments reported no remaining Regions Financial position as of Q1 2014 after selling out during the quarter.
  • Alpha Cubed Investments sold 24,250 Regions Financial shares in Q1 2014, an estimated $240K.
  • Alpha Cubed Investments first reported a position in Regions Financial in Q4 2013 and held it in 1 quarter.
  • Alpha Cubed Investments's Regions Financial position peaked at $240K in Q4 2013.
  • 570 funds tracked by Wall St. Rank held Regions Financial as of Q1 2014.

Based on Alpha Cubed Investments's 13F filing for Q1 2014, filed 11 Apr 2014.