FSA
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Financial Sense Advisors’s Regions Financial RF Stock Holding History

Financial Sense 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
Q3 		– Sell
-168,785
Closed -$3M – 77
2018
Q2 		$3M Sell
168,785
-12,219
-7% -$229K 2.09% 14
2018
Q1 		$3.36M Sell
181,004
-11,609
-6% -$220K 1.63% 17
2017
Q4 		$3.33M Buy
192,613
+83,155
+76% +$1.33M 1.54% 16
2017
Q3 		$1.67M Buy
+109,458
New +$1.57M 0.86% 22

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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 Sense Advisors's RF Position: Q3 2018 in Review

Financial Sense Advisors sold out of Regions Financial (RF) in Q3 2018, closing a stake of 168,785 shares — an estimated $3M sold.

Financial Sense Advisors first reported a position in RF in Q3 2017 and held it in 4 quarters. The position peaked at $3.36M in Q1 2018. 705 funds tracked by Wall St. Rank hold RF as of Q3 2018.

  • Financial Sense Advisors reported no remaining Regions Financial position as of Q3 2018 after selling out during the quarter.
  • Financial Sense Advisors sold 168,785 Regions Financial shares in Q3 2018, an estimated $3M.
  • Financial Sense Advisors first reported a position in Regions Financial in Q3 2017 and held it in 4 quarters.
  • Financial Sense Advisors's Regions Financial position peaked at $3.36M in Q1 2018.
  • 705 funds tracked by Wall St. Rank held Regions Financial as of Q3 2018.

Based on Financial Sense Advisors's 13F filing for Q3 2018, filed 1 Nov 2018.