Financial Engines Advisors
RF icon

Financial Engines Advisors’s Regions Financial RF Stock Holding History

Financial Engines 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
Q1 		– Sell
-115
Closed -$2K – 209
2017
Q4 		$2K Buy
+115
New +$1.84K ﹤0.01% 150

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Financial Engines Advisors's RF Position: Q1 2018 in Review

Financial Engines Advisors sold out of Regions Financial (RF) in Q1 2018, closing a stake of 115 shares — an estimated $2K sold.

Financial Engines Advisors first reported a position in RF in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 716 funds tracked by Wall St. Rank hold RF as of Q1 2018.

  • Financial Engines Advisors reported no remaining Regions Financial position as of Q1 2018 after selling out during the quarter.
  • Financial Engines Advisors sold 115 Regions Financial shares in Q1 2018, an estimated $2K.
  • Financial Engines Advisors first reported a position in Regions Financial in Q4 2017 and held it in 1 quarter.
  • Financial Engines Advisors's Regions Financial position peaked at $2K in Q4 2017.
  • 716 funds tracked by Wall St. Rank held Regions Financial as of Q1 2018.

Based on Financial Engines Advisors's 13F filing for Q1 2018, filed 2 May 2018.