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Doyle Wealth Management’s Regions Financial RF Stock Holding History

Doyle Wealth 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
2019
Q3 		– Sell
-3,000
Closed -$45K – 624
2019
Q2 		$45K Buy
+3,000
New +$44.3K 0.01% 381
2019
Q1 		– Sell
-3,000
Closed -$40K – 610
2018
Q4 		$40K Buy
+3,000
New +$48.2K 0.01% 403

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Doyle Wealth Management's RF Position: Q3 2019 in Review

Doyle Wealth Management sold out of Regions Financial (RF) in Q3 2019, closing a stake of 3,000 shares — an estimated $45K sold.

Doyle Wealth Management first reported a position in RF in Q4 2018 and held it in 2 quarters. The position peaked at $45K in Q2 2019. 697 funds tracked by Wall St. Rank hold RF as of Q3 2019.

  • Doyle Wealth Management reported no remaining Regions Financial position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 3,000 Regions Financial shares in Q3 2019, an estimated $45K.
  • Doyle Wealth Management first reported a position in Regions Financial in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Regions Financial position peaked at $45K in Q2 2019.
  • 697 funds tracked by Wall St. Rank held Regions Financial as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.