CPP
RF icon

Crow Point Partners’s Regions Financial RF Stock Holding History

Crow Point 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
2017
Q1 		– Sell
-2,428
Closed -$35K – 305
2016
Q4 		$35K Sell
2,428
-1,917
-44% -$23.7K 0.01% 228
2016
Q3 		$42K Buy
+4,345
New +$40.7K 0.01% 257

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

Crow Point Partners's RF Position: Q1 2017 in Review

Crow Point Partners sold out of Regions Financial (RF) in Q1 2017, closing a stake of 2,428 shares — an estimated $35K sold.

Crow Point Partners first reported a position in RF in Q3 2016 and held it in 2 quarters. The position peaked at $42K in Q3 2016. 646 funds tracked by Wall St. Rank hold RF as of Q1 2017.

  • Crow Point Partners reported no remaining Regions Financial position as of Q1 2017 after selling out during the quarter.
  • Crow Point Partners sold 2,428 Regions Financial shares in Q1 2017, an estimated $35K.
  • Crow Point Partners first reported a position in Regions Financial in Q3 2016 and held it in 2 quarters.
  • Crow Point Partners's Regions Financial position peaked at $42K in Q3 2016.
  • 646 funds tracked by Wall St. Rank held Regions Financial as of Q1 2017.

Based on Crow Point Partners's 13F filing for Q1 2017, filed 15 May 2017.