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Belmont Global Advisors’s Regions Financial RF Stock Holding History

Belmont Global 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
2016
Q1 		– Sell
-28,195
Closed -$271K – 78
2015
Q4 		$271K Hold
28,195
– – 0.35% 61
2015
Q3 		$254K Buy
28,195
+2,750
+11% +$27.2K 0.43% 50
2015
Q2 		$264K Buy
+25,445
New +$256K 0.29% 84

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Belmont Global Advisors's RF Position: Q1 2016 in Review

Belmont Global Advisors sold out of Regions Financial (RF) in Q1 2016, closing a stake of 28,195 shares — an estimated $271K sold.

Belmont Global Advisors first reported a position in RF in Q2 2015 and held it in 3 quarters. The position peaked at $271K in Q4 2015. 567 funds tracked by Wall St. Rank hold RF as of Q1 2016.

  • Belmont Global Advisors reported no remaining Regions Financial position as of Q1 2016 after selling out during the quarter.
  • Belmont Global Advisors sold 28,195 Regions Financial shares in Q1 2016, an estimated $271K.
  • Belmont Global Advisors first reported a position in Regions Financial in Q2 2015 and held it in 3 quarters.
  • Belmont Global Advisors's Regions Financial position peaked at $271K in Q4 2015.
  • 567 funds tracked by Wall St. Rank held Regions Financial as of Q1 2016.

Based on Belmont Global Advisors's 13F filing for Q1 2016, filed 16 May 2016.