Avantax Planning Partners’s Regions Financial RF Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-2,060	Closed	-$38K	–	991
2018 Q3	$38K	Buy	+2,060	New	+$38.8K	﹤0.01%	548
2018 Q2	–	Sell	-2,048	Closed	-$38K	–	1189
2018 Q1	$38K	Buy	+2,048	New	+$38.8K	﹤0.01%	583

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Avantax Planning Partners's RF Position: Q4 2018 in Review

Avantax Planning Partners sold out of Regions Financial (RF) in Q4 2018, closing a stake of 2,060 shares — an estimated $38K sold.

Avantax Planning Partners first reported a position in RF in Q1 2018 and held it in 2 quarters. The position peaked at $38K in Q3 2018. 721 funds tracked by Wall St. Rank hold RF as of Q4 2018.

Avantax Planning Partners reported no remaining Regions Financial position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 2,060 Regions Financial shares in Q4 2018, an estimated $38K.
Avantax Planning Partners first reported a position in Regions Financial in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Regions Financial position peaked at $38K in Q3 2018.
721 funds tracked by Wall St. Rank held Regions Financial as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.