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Edge Advisors’s Regions Financial RF Stock Holding History

Edge 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
2018
Q2 		$521K Sell
29,331
-3,340
-10% -$62.5K 0.05% 212
2018
Q1 		$607K Sell
32,671
-2,077
-6% -$39.4K 0.06% 206
2017
Q4 		$600K Sell
34,748
-9,005
-21% -$144K 0.06% 199
2017
Q3 		$666K Sell
43,753
-13,251
-23% -$191K 0.07% 186
2017
Q2 		$834K Buy
57,004
+9,405
+20% +$132K 0.1% 170
2017
Q1 		$691K Sell
47,599
-6,200
-12% -$91.5K 0.08% 190
2016
Q4 		$772K Buy
+53,799
New +$665K 0.1% 169

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edge Advisors's RF Position: Q2 2018 in Review

Edge Advisors reduced its Regions Financial (RF) stake by 10% in Q2 2018, selling an estimated $62.5K and leaving 29,331 shares worth $521K. The position accounts for 0.05% of the portfolio, ranked #212.

Edge Advisors first reported a position in RF in Q4 2016 and has held it in 7 quarters since. The position peaked at $834K in Q2 2017. 712 funds tracked by Wall St. Rank hold RF as of Q2 2018.

  • Edge Advisors held 29,331 shares of Regions Financial worth $521K as of Q2 2018.
  • Edge Advisors sold 3,340 Regions Financial shares in Q2 2018, an estimated $62.5K.
  • Regions Financial made up 0.05% of Edge Advisors's portfolio in Q2 2018, its #212 holding.
  • Edge Advisors first reported a position in Regions Financial in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Regions Financial position peaked at $834K in Q2 2017.
  • 712 funds tracked by Wall St. Rank held Regions Financial as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.