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Cypress Asset Management’s Regions Financial RF Stock Holding History

Cypress Asset Management’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
2014
Q4 		– Sell
-10,600
Closed -$106K – 204
2014
Q3 		$106K Hold
10,600
– – 0.02% 202
2014
Q2 		$113K Hold
10,600
– – 0.02% 211
2014
Q1 		$118K Sell
10,600
-1,250
-11% -$13.2K 0.02% 200
2013
Q4 		$117K Sell
11,850
-1,900
-14% -$18.3K 0.02% 199
2013
Q3 		$127K Buy
+13,750
New +$135K 0.02% 191

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
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cypress Asset Management's RF Position: Q4 2014 in Review

Cypress Asset Management sold out of Regions Financial (RF) in Q4 2014, closing a stake of 10,600 shares — an estimated $106K sold.

Cypress Asset Management first reported a position in RF in Q3 2013 and held it in 5 quarters. The position peaked at $127K in Q3 2013. 561 funds tracked by Wall St. Rank hold RF as of Q4 2014.

  • Cypress Asset Management reported no remaining Regions Financial position as of Q4 2014 after selling out during the quarter.
  • Cypress Asset Management sold 10,600 Regions Financial shares in Q4 2014, an estimated $106K.
  • Cypress Asset Management first reported a position in Regions Financial in Q3 2013 and held it in 5 quarters.
  • Cypress Asset Management's Regions Financial position peaked at $127K in Q3 2013.
  • 561 funds tracked by Wall St. Rank held Regions Financial as of Q4 2014.

Based on Cypress Asset Management's 13F filing for Q4 2014, filed 18 Feb 2015.