Claar Advisors’s Regions Financial RF Stock Holding History

Claar 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 Q4	–	Sell	-6,232	Closed	-$62K	–	30
2016 Q3	$62K	Buy	+6,232	New	+$58.3K	0.03%	26

Other funds holding RF

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

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Claar Advisors's RF Position: Q4 2016 in Review

Claar Advisors sold out of Regions Financial (RF) in Q4 2016, closing a stake of 6,232 shares — an estimated $62K sold.

Claar Advisors first reported a position in RF in Q3 2016 and held it in 1 quarter. The position peaked at $62K in Q3 2016. 628 funds tracked by Wall St. Rank hold RF as of Q4 2016.

Claar Advisors reported no remaining Regions Financial position as of Q4 2016 after selling out during the quarter.
Claar Advisors sold 6,232 Regions Financial shares in Q4 2016, an estimated $62K.
Claar Advisors first reported a position in Regions Financial in Q3 2016 and held it in 1 quarter.
Claar Advisors's Regions Financial position peaked at $62K in Q3 2016.
628 funds tracked by Wall St. Rank held Regions Financial as of Q4 2016.

Based on Claar Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.