Ballew Advisors’s Regions Financial RF Stock Holding History

Ballew 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
2018 Q4	–	Sell	-3,706	Closed	-$60K	–	364
2018 Q3	$60K	Buy	3,706 +16	+0.4%	+$301	0.06%	154
2018 Q2	$66K	Buy	3,690 +2	+0.1%	+$37	0.07%	134
2018 Q1	$69K	Buy	+3,688	New	+$69.9K	0.06%	134

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

Ballew Advisors's RF Position: Q4 2018 in Review

Ballew Advisors sold out of Regions Financial (RF) in Q4 2018, closing a stake of 3,706 shares — an estimated $60K sold.

Ballew Advisors first reported a position in RF in Q1 2018 and held it in 3 quarters. The position peaked at $69K in Q1 2018. 721 funds tracked by Wall St. Rank hold RF as of Q4 2018.

Ballew Advisors reported no remaining Regions Financial position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 3,706 Regions Financial shares in Q4 2018, an estimated $60K.
Ballew Advisors first reported a position in Regions Financial in Q1 2018 and held it in 3 quarters.
Ballew Advisors's Regions Financial position peaked at $69K in Q1 2018.
721 funds tracked by Wall St. Rank held Regions Financial as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.