CEMP
RF icon

Compass Efficient Model Portfolios’s Regions Financial RF Stock Holding History

Compass Efficient Model Portfolios’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 		$10K Hold
1,000
– – 0.38% 64
2013
Q3 		$9K Hold
1,000
– – 0.07% 54
2013
Q2 		$10K Buy
+1,000
New +$8.71K 0.01% 46

Other funds holding RF

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

Compass Efficient Model Portfolios's RF Position: Q4 2013 in Review

Compass Efficient Model Portfolios held its Regions Financial (RF) position steady in Q4 2013 at 1,000 shares worth $10K. The position accounts for 0.38% of the portfolio, ranked #64.

Compass Efficient Model Portfolios first reported a position in RF in Q2 2013 and has held it in 3 quarters since. 561 funds tracked by Wall St. Rank hold RF as of Q4 2013.

  • Compass Efficient Model Portfolios held 1,000 shares of Regions Financial worth $10K as of Q4 2013.
  • Compass Efficient Model Portfolios left its Regions Financial share count unchanged in Q4 2013.
  • Regions Financial made up 0.38% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #64 holding.
  • Compass Efficient Model Portfolios first reported a position in Regions Financial in Q2 2013 and has held it in 3 quarters since.
  • 561 funds tracked by Wall St. Rank held Regions Financial as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.