BFIM
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Beese Fulmer Investment Management’s Regions Financial RF Stock Holding History

Beese Fulmer Investment 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
2020
Q3 		– Sell
-213
Closed -$2K – 458
2020
Q2 		$2K Buy
+213
New +$2.27K ﹤0.01% 577

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beese Fulmer Investment Management's RF Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Regions Financial (RF) in Q3 2020, closing a stake of 213 shares — an estimated $2K sold.

Beese Fulmer Investment Management first reported a position in RF in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 648 funds tracked by Wall St. Rank hold RF as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Regions Financial position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 213 Regions Financial shares in Q3 2020, an estimated $2K.
  • Beese Fulmer Investment Management first reported a position in Regions Financial in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Regions Financial position peaked at $2K in Q2 2020.
  • 648 funds tracked by Wall St. Rank held Regions Financial as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.