BIG
RF icon

Bellwether Investment Group’s Regions Financial RF Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-4,108
Closed -$60K – 497
2017
Q1 		$60K Sell
4,108
-5,976
-59% -$88.2K 0.16% 127
2016
Q4 		$145K Buy
+10,084
New +$125K 0.13% 172
2016
Q2 		$129K Buy
+15,178
New +$137K 0.14% 155

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bellwether Investment Group's RF Position: Q2 2017 in Review

Bellwether Investment Group sold out of Regions Financial (RF) in Q2 2017, closing a stake of 4,108 shares — an estimated $60K sold.

Bellwether Investment Group first reported a position in RF in Q2 2016 and held it in 3 quarters. The position peaked at $145K in Q4 2016. 645 funds tracked by Wall St. Rank hold RF as of Q2 2017.

  • Bellwether Investment Group reported no remaining Regions Financial position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 4,108 Regions Financial shares in Q2 2017, an estimated $60K.
  • Bellwether Investment Group first reported a position in Regions Financial in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Regions Financial position peaked at $145K in Q4 2016.
  • 645 funds tracked by Wall St. Rank held Regions Financial as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.