FGC
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Financial Gravity Companies’s Regions Financial RF Stock Holding History

Financial Gravity Companies’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
Q4 		$24K Buy
+1,591
New +$25.6K 0.02% 458
2018
Q1 		$2K Sell
86
-3
-3% -$57 ﹤0.01% 997
2017
Q4 		$2K Buy
+89
New +$1.42K ﹤0.01% 973

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Gravity Companies's RF Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Regions Financial (RF) in Q4 2018: 1,591 shares worth $24K. The stake represents 0.02% of the portfolio and ranks #458 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in RF as recently as Q1 2018.

Financial Gravity Companies first reported a position in RF in Q4 2017 and has held it in 3 quarters since. 721 funds tracked by Wall St. Rank hold RF as of Q4 2018.

  • Financial Gravity Companies held 1,591 shares of Regions Financial worth $24K as of Q4 2018.
  • Regions Financial was a new Financial Gravity Companies position in Q4 2018.
  • Regions Financial made up 0.02% of Financial Gravity Companies's portfolio in Q4 2018, its #458 holding.
  • Financial Gravity Companies first reported a position in Regions Financial in Q4 2017 and has held it in 3 quarters since.
  • 721 funds tracked by Wall St. Rank held Regions Financial as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.