First Western Capital Management’s Regions Financial RF Stock Holding History

First Western Capital Management’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	$159K	Hold	13,816	–	–	3.37%	16
2020 Q2	$154K	Hold	13,816	–	–	3.48%	16
2020 Q1	$124K	Hold	13,816	–	–	3.73%	14
2019 Q4	$237K	Hold	13,816	–	–	3.76%	15
2019 Q3	$219K	Sell	13,816 -3,262	-19%	-$49.3K	3.41%	20
2019 Q2	$255K	Sell	17,078 -195	-1%	-$2.88K	3.38%	20
2019 Q1	$244K	Sell	17,273 -6,796	-28%	-$104K	3.47%	21
2018 Q4	$322K	Sell	24,069 -12,930	-35%	-$208K	2.92%	17
2018 Q3	$679K	Sell	36,999 -2,438	-6%	-$45.9K	3.05%	9
2018 Q2	$701K	Buy	39,437 +5,075	+15%	+$95K	3.17%	7
2018 Q1	$638K	Sell	34,362 -9,898	-22%	-$188K	3.03%	6
2017 Q4	$765K	Hold	44,260	–	–	0.43%	43
2017 Q3	$674K	Sell	44,260 -2,293	-5%	-$33K	0.41%	44
2017 Q2	$682K	Sell	46,553 -11,781	-20%	-$166K	0.41%	46
2017 Q1	$848K	Sell	58,334 -38,302	-40%	-$565K	0.51%	44
2016 Q4	$1.39M	Sell	96,636 -52,276	-35%	-$646K	0.75%	46
2016 Q3	$1.47M	Sell	148,912 -8,788	-6%	-$82.3K	0.57%	69
2016 Q2	$1.34M	Buy	+157,700	New	+$1.43M	0.49%	75

Other funds holding RF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 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 $552B AUM 44.19% 1-Year Est. Return

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

First Western Capital Management's RF Position: Q3 2020 in Review

First Western Capital Management held its Regions Financial (RF) position steady in Q3 2020 at 13,816 shares worth $159K. The position accounts for 3.37% of the portfolio, ranked #16.

First Western Capital Management first reported a position in RF in Q2 2016 and has held it in 18 quarters since. The position peaked at $1.47M in Q3 2016. 649 funds tracked by Wall St. Rank hold RF as of Q3 2020.

First Western Capital Management held 13,816 shares of Regions Financial worth $159K as of Q3 2020.
First Western Capital Management left its Regions Financial share count unchanged in Q3 2020.
Regions Financial made up 3.37% of First Western Capital Management's portfolio in Q3 2020, its #16 holding.
First Western Capital Management first reported a position in Regions Financial in Q2 2016 and has held it in 18 quarters since.
First Western Capital Management's Regions Financial position peaked at $1.47M in Q3 2016.
649 funds tracked by Wall St. Rank held Regions Financial as of Q3 2020.

Based on First Western Capital Management's 13F filing for Q3 2020, filed 18 Nov 2020.