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Chartwell Investment Partners’s Regions Financial RF Stock Holding History

Chartwell Investment Partners’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
2013
Q4 		– Sell
-2,124,635
Closed -$19.7M – 369
2013
Q3 		$19.7M Sell
2,124,635
-594,275
-22% -$5.82M 0.44% 69
2013
Q2 		$25.9M Buy
+2,718,910
New +$23.7M 0.66% 30

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BIT
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IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Chartwell Investment Partners's RF Position: Q4 2013 in Review

Chartwell Investment Partners sold out of Regions Financial (RF) in Q4 2013, closing a stake of 2,124,635 shares — an estimated $19.7M sold.

Chartwell Investment Partners first reported a position in RF in Q2 2013 and held it in 2 quarters. The position peaked at $25.9M in Q2 2013. 561 funds tracked by Wall St. Rank hold RF as of Q4 2013.

  • Chartwell Investment Partners reported no remaining Regions Financial position as of Q4 2013 after selling out during the quarter.
  • Chartwell Investment Partners sold 2,124,635 Regions Financial shares in Q4 2013, an estimated $19.7M.
  • Chartwell Investment Partners first reported a position in Regions Financial in Q2 2013 and held it in 2 quarters.
  • Chartwell Investment Partners's Regions Financial position peaked at $25.9M in Q2 2013.
  • 561 funds tracked by Wall St. Rank held Regions Financial as of Q4 2013.

Based on Chartwell Investment Partners's 13F filing for Q4 2013, filed 10 Feb 2014.