FIM
RF icon

Foresters Investment Management’s Regions Financial RF Stock Holding History

Foresters Investment 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
2019
Q3 		$4.05M Hold
256,100
– – 0.08% 268
2019
Q2 		$3.83M Sell
256,100
-110,720
-30% -$1.63M 0.07% 293
2019
Q1 		$5.19M Sell
366,820
-202,300
-36% -$3.1M 0.09% 278
2018
Q4 		$7.62M Buy
569,120
+21,750
+4% +$349K 0.14% 213
2018
Q3 		$10M Buy
547,370
+47,570
+10% +$895K 0.16% 191
2018
Q2 		$8.89M Buy
+499,800
New +$9.36M 0.15% 200

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Foresters Investment Management's RF Position: Q3 2019 in Review

Foresters Investment Management held its Regions Financial (RF) position steady in Q3 2019 at 256,100 shares worth $4.05M. The position accounts for 0.08% of the portfolio, ranked #268.

Foresters Investment Management first reported a position in RF in Q2 2018 and has held it in 6 quarters since. The position peaked at $10M in Q3 2018. 696 funds tracked by Wall St. Rank hold RF as of Q3 2019.

  • Foresters Investment Management held 256,100 shares of Regions Financial worth $4.05M as of Q3 2019.
  • Foresters Investment Management left its Regions Financial share count unchanged in Q3 2019.
  • Regions Financial made up 0.08% of Foresters Investment Management's portfolio in Q3 2019, its #268 holding.
  • Foresters Investment Management first reported a position in Regions Financial in Q2 2018 and has held it in 6 quarters since.
  • Foresters Investment Management's Regions Financial position peaked at $10M in Q3 2018.
  • 696 funds tracked by Wall St. Rank held Regions Financial as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.