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Clear Perspective Advisors’s Regions Financial RF Stock Holding History

Clear Perspective 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
2017
Q1 		– Sell
-58
Closed -$1K – 424
2016
Q4 		$1K Buy
+58
New +$717 ﹤0.01% 400

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Perspective Advisors's RF Position: Q1 2017 in Review

Clear Perspective Advisors sold out of Regions Financial (RF) in Q1 2017, closing a stake of 58 shares — an estimated $1K sold.

Clear Perspective Advisors first reported a position in RF in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 646 funds tracked by Wall St. Rank hold RF as of Q1 2017.

  • Clear Perspective Advisors reported no remaining Regions Financial position as of Q1 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 58 Regions Financial shares in Q1 2017, an estimated $1K.
  • Clear Perspective Advisors first reported a position in Regions Financial in Q4 2016 and held it in 1 quarter.
  • Clear Perspective Advisors's Regions Financial position peaked at $1K in Q4 2016.
  • 646 funds tracked by Wall St. Rank held Regions Financial as of Q1 2017.

Based on Clear Perspective Advisors's 13F filing for Q1 2017, filed 15 May 2017.