Brightworth’s Regions Financial RF Stock Holding History

Brightworth’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
2018 Q2	–	Sell	-10,706	Closed	-$194K	–	121
2018 Q1	$194K	Hold	10,706	–	–	0.04%	121
2017 Q4	$180K	Buy	10,706 +285	+3%	+$4.56K	0.04%	116
2017 Q3	$159K	Buy	+10,421	New	+$150K	0.04%	125

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brightworth's RF Position: Q2 2018 in Review

Brightworth sold out of Regions Financial (RF) in Q2 2018, closing a stake of 10,706 shares — an estimated $194K sold.

Brightworth first reported a position in RF in Q3 2017 and held it in 3 quarters. The position peaked at $194K in Q1 2018. 712 funds tracked by Wall St. Rank hold RF as of Q2 2018.

Brightworth reported no remaining Regions Financial position as of Q2 2018 after selling out during the quarter.
Brightworth sold 10,706 Regions Financial shares in Q2 2018, an estimated $194K.
Brightworth first reported a position in Regions Financial in Q3 2017 and held it in 3 quarters.
Brightworth's Regions Financial position peaked at $194K in Q1 2018.
712 funds tracked by Wall St. Rank held Regions Financial as of Q2 2018.

Based on Brightworth's 13F filing for Q2 2018, filed 3 Aug 2018.