First Allied Advisory Services’s Regions Financial RF Stock Holding History

First Allied Advisory Services’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	$570K	Buy	49,409 +1,391	+3%	+$15.5K	0.02%	648
2020 Q2	$534K	Buy	48,018 +15,888	+49%	+$169K	0.02%	632
2020 Q1	$288K	Buy	32,130 +1,512	+5%	+$21.2K	0.01%	776
2019 Q4	$528K	Buy	30,618 +2,613	+9%	+$43K	0.02%	697
2019 Q3	$440K	Buy	28,005 +4,141	+17%	+$62.6K	0.02%	724
2019 Q2	$357K	Buy	+23,864	New	+$352K	0.01%	809

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Allied Advisory Services's RF Position: Q3 2020 in Review

First Allied Advisory Services increased its Regions Financial (RF) stake by 2.9% in Q3 2020, buying an estimated $15.5K and bringing the position to 49,409 shares worth $570K. The position accounts for 0.02% of the portfolio, ranked #648.

First Allied Advisory Services first reported a position in RF in Q2 2019 and has held it in 6 quarters since. 648 funds tracked by Wall St. Rank hold RF as of Q3 2020.

First Allied Advisory Services held 49,409 shares of Regions Financial worth $570K as of Q3 2020.
First Allied Advisory Services bought 1,391 Regions Financial shares in Q3 2020, an estimated $15.5K.
Regions Financial made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #648 holding.
First Allied Advisory Services first reported a position in Regions Financial in Q2 2019 and has held it in 6 quarters since.
648 funds tracked by Wall St. Rank held Regions Financial as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.