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Beck Mack & Oliver’s Regions Financial RF Stock Holding History

Beck Mack & Oliver’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
2015
Q4 		– Sell
-23,000
Closed -$207K – 314
2015
Q3 		$207K Sell
23,000
-410
-2% -$4.05K 0.01% 289
2015
Q2 		$243K Hold
23,410
– – 0.01% 300
2015
Q1 		$221K Hold
23,410
– – 0.01% 327
2014
Q4 		$247K Hold
23,410
– – 0.01% 309
2014
Q3 		$235K Hold
23,410
– – 0.01% 320
2014
Q2 		$249K Hold
23,410
– – 0.01% 321
2014
Q1 		$260K Hold
23,410
– – 0.01% 297
2013
Q4 		$232K Hold
23,410
– – 0.01% 330
2013
Q3 		$217K Hold
23,410
– – 0.01% 323
2013
Q2 		$223K Buy
+23,410
New +$204K 0.01% 317

Other funds holding RF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Beck Mack & Oliver's RF Position: Q4 2015 in Review

Beck Mack & Oliver sold out of Regions Financial (RF) in Q4 2015, closing a stake of 23,000 shares — an estimated $207K sold.

Beck Mack & Oliver first reported a position in RF in Q2 2013 and held it in 10 quarters. The position peaked at $260K in Q1 2014. 584 funds tracked by Wall St. Rank hold RF as of Q4 2015.

  • Beck Mack & Oliver reported no remaining Regions Financial position as of Q4 2015 after selling out during the quarter.
  • Beck Mack & Oliver sold 23,000 Regions Financial shares in Q4 2015, an estimated $207K.
  • Beck Mack & Oliver first reported a position in Regions Financial in Q2 2013 and held it in 10 quarters.
  • Beck Mack & Oliver's Regions Financial position peaked at $260K in Q1 2014.
  • 584 funds tracked by Wall St. Rank held Regions Financial as of Q4 2015.

Based on Beck Mack & Oliver's 13F filing for Q4 2015, filed 1 Feb 2016.