BHWM
RF icon

Bar Harbor Wealth Management’s Regions Financial RF Stock Holding History

Bar Harbor Wealth Management’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
2013
Q4 		– Sell
-11,298
Closed -$105K – 252
2013
Q3 		$105K Sell
11,298
-4,350
-28% -$42.6K 0.01% 244
2013
Q2 		$149K Buy
+15,648
New +$136K 0.02% 238

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bar Harbor Wealth Management's RF Position: Q4 2013 in Review

Bar Harbor Wealth Management sold out of Regions Financial (RF) in Q4 2013, closing a stake of 11,298 shares — an estimated $105K sold.

Bar Harbor Wealth Management first reported a position in RF in Q2 2013 and held it in 2 quarters. The position peaked at $149K in Q2 2013. 561 funds tracked by Wall St. Rank hold RF as of Q4 2013.

  • Bar Harbor Wealth Management reported no remaining Regions Financial position as of Q4 2013 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 11,298 Regions Financial shares in Q4 2013, an estimated $105K.
  • Bar Harbor Wealth Management first reported a position in Regions Financial in Q2 2013 and held it in 2 quarters.
  • Bar Harbor Wealth Management's Regions Financial position peaked at $149K in Q2 2013.
  • 561 funds tracked by Wall St. Rank held Regions Financial as of Q4 2013.

Based on Bar Harbor Wealth Management's 13F filing for Q4 2013, filed 15 Jan 2014.