Financial Architects (New Jersey)’s Regions Financial RF Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-700	Closed	-$10K	–	1414
2019 Q1	$10K	Sell	700 -1,600	-70%	-$24.5K	﹤0.01%	1088
2018 Q4	$31K	Buy	+2,300	New	+$37K	0.01%	678
2017 Q4	–	Sell	-1,400	Closed	-$21K	–	1582
2017 Q3	$21K	Buy	1,400 +300	+27%	+$4.31K	﹤0.01%	949
2017 Q2	$16K	Buy	1,100 +400	+57%	+$5.63K	﹤0.01%	1024
2017 Q1	$10K	Sell	700 -2,775	-80%	-$40.9K	﹤0.01%	1142
2016 Q4	$50K	Buy	+3,475	New	+$42.9K	0.01%	572
2015 Q3	–	Sell	-302	Closed	-$3K	–	749
2015 Q2	$3K	Buy	+302	New	+$3.04K	﹤0.01%	1061

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Financial Architects (New Jersey)'s RF Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Regions Financial (RF) in Q2 2019, closing a stake of 700 shares — an estimated $10K sold.

Financial Architects (New Jersey) first reported a position in RF in Q2 2015 and held it in 7 quarters. The position peaked at $50K in Q4 2016. 699 funds tracked by Wall St. Rank hold RF as of Q2 2019.

Financial Architects (New Jersey) reported no remaining Regions Financial position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 700 Regions Financial shares in Q2 2019, an estimated $10K.
Financial Architects (New Jersey) first reported a position in Regions Financial in Q2 2015 and held it in 7 quarters.
Financial Architects (New Jersey)'s Regions Financial position peaked at $50K in Q4 2016.
699 funds tracked by Wall St. Rank held Regions Financial as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.