EWM
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Evercore Wealth Management’s Regions Financial RF Stock Holding History

Evercore 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
2020
Q3 		– Sell
-16,065
Closed -$178K – 384
2020
Q2 		$178K Sell
16,065
-10,660
-40% -$113K ﹤0.01% 370
2020
Q1 		$240K Buy
26,725
+232
+0.9% +$3.25K 0.01% 320
2019
Q4 		$454K Sell
26,493
-3,585
-12% -$59K 0.01% 288
2019
Q3 		$476K Buy
+30,078
New +$455K 0.01% 277
2017
Q1 		– Sell
-120
Closed -$2K – 1028
2016
Q4 		$2K Buy
+120
New +$1.48K ﹤0.01% 952
2013
Q4 		– Sell
-180
Closed -$2K – 963
2013
Q3 		$2K Buy
+180
New +$1.76K ﹤0.01% 964

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evercore Wealth Management's RF Position: Q3 2020 in Review

Evercore Wealth Management sold out of Regions Financial (RF) in Q3 2020, closing a stake of 16,065 shares — an estimated $178K sold.

Evercore Wealth Management first reported a position in RF in Q3 2013 and held it in 6 quarters. The position peaked at $476K in Q3 2019. 648 funds tracked by Wall St. Rank hold RF as of Q3 2020.

  • Evercore Wealth Management reported no remaining Regions Financial position as of Q3 2020 after selling out during the quarter.
  • Evercore Wealth Management sold 16,065 Regions Financial shares in Q3 2020, an estimated $178K.
  • Evercore Wealth Management first reported a position in Regions Financial in Q3 2013 and held it in 6 quarters.
  • Evercore Wealth Management's Regions Financial position peaked at $476K in Q3 2019.
  • 648 funds tracked by Wall St. Rank held Regions Financial as of Q3 2020.

Based on Evercore Wealth Management's 13F filing for Q3 2020, filed 16 Nov 2020.