Apriem Advisors’s Regions Financial RF Stock Holding History

Apriem 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
2016 Q3	–	Sell	-10,500	Closed	-$89K	–	635
2016 Q2	$89K	Buy	+10,500	New	+$95.1K	0.03%	171

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Apriem Advisors's RF Position: Q3 2016 in Review

Apriem Advisors sold out of Regions Financial (RF) in Q3 2016, closing a stake of 10,500 shares — an estimated $89K sold.

Apriem Advisors first reported a position in RF in Q2 2016 and held it in 1 quarter. The position peaked at $89K in Q2 2016. 566 funds tracked by Wall St. Rank hold RF as of Q3 2016.

Apriem Advisors reported no remaining Regions Financial position as of Q3 2016 after selling out during the quarter.
Apriem Advisors sold 10,500 Regions Financial shares in Q3 2016, an estimated $89K.
Apriem Advisors first reported a position in Regions Financial in Q2 2016 and held it in 1 quarter.
Apriem Advisors's Regions Financial position peaked at $89K in Q2 2016.
566 funds tracked by Wall St. Rank held Regions Financial as of Q3 2016.

Based on Apriem Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.