Claro Advisors’s Regions Financial RF Stock Holding History

Claro 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
2019 Q1	–	Sell	-597	Closed	-$11K	–	764
2018 Q4	$11K	Buy	+597	New	+$9.59K	0.01%	660

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Claro Advisors's RF Position: Q1 2019 in Review

Claro Advisors sold out of Regions Financial (RF) in Q1 2019, closing a stake of 597 shares — an estimated $11K sold.

Claro Advisors first reported a position in RF in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 720 funds tracked by Wall St. Rank hold RF as of Q1 2019.

Claro Advisors reported no remaining Regions Financial position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 597 Regions Financial shares in Q1 2019, an estimated $11K.
Claro Advisors first reported a position in Regions Financial in Q4 2018 and held it in 1 quarter.
Claro Advisors's Regions Financial position peaked at $11K in Q4 2018.
720 funds tracked by Wall St. Rank held Regions Financial as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.