Anchor Capital Advisors’s Regions Financial RF Stock Holding History

Anchor Capital 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
2020 Q3	–	Sell	-85,583	Closed	-$952K	–	254
2020 Q2	$952K	Sell	85,583 -10,520	-11%	-$112K	0.02%	163
2020 Q1	$862K	Sell	96,103 -119,210	-55%	-$1.67M	0.03%	160
2019 Q4	$3.69M	Sell	215,313 -267	-0.1%	-$4.4K	0.08%	107
2019 Q3	$3.41M	Buy	215,580 +3,282	+2%	+$49.6K	0.12%	109
2019 Q2	$3.17M	Sell	212,298 -6,431	-3%	-$95K	0.11%	107
2019 Q1	$3.1K	Buy	+218,729	New	+$3.35M	0.07%	104
2016 Q4	–	Sell	-292,800	Closed	-$2.89M	–	295
2016 Q3	$2.89M	Sell	292,800 -47,200	-14%	-$442K	0.1%	114
2016 Q2	$2.89M	Buy	340,000 +18,000	+6%	+$163K	0.07%	117
2016 Q1	$2.53M	Buy	322,000 +108,000	+50%	+$869K	0.06%	126
2015 Q4	$2.05M	Buy	+214,000	New	+$2.05M	0.05%	145

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Anchor Capital Advisors's RF Position: Q3 2020 in Review

Anchor Capital Advisors sold out of Regions Financial (RF) in Q3 2020, closing a stake of 85,583 shares — an estimated $952K sold.

Anchor Capital Advisors first reported a position in RF in Q4 2015 and held it in 10 quarters. The position peaked at $3.69M in Q4 2019. 648 funds tracked by Wall St. Rank hold RF as of Q3 2020.

Anchor Capital Advisors reported no remaining Regions Financial position as of Q3 2020 after selling out during the quarter.
Anchor Capital Advisors sold 85,583 Regions Financial shares in Q3 2020, an estimated $952K.
Anchor Capital Advisors first reported a position in Regions Financial in Q4 2015 and held it in 10 quarters.
Anchor Capital Advisors's Regions Financial position peaked at $3.69M in Q4 2019.
648 funds tracked by Wall St. Rank held Regions Financial as of Q3 2020.

Based on Anchor Capital Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.