Gideon Capital Advisors’s Regions Financial RF Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-61,440	Closed	-$1.05M	–	171
2019 Q4	$1.05M	Buy	+61,440	New	+$1.01M	0.36%	107
2019 Q3	–	Sell	-25,806	Closed	-$386K	–	383
2019 Q2	$386K	Sell	25,806 -331	-1%	-$4.89K	0.13%	196
2019 Q1	$370K	Buy	26,137 +6,901	+36%	+$106K	0.13%	236
2018 Q4	$257K	Sell	19,236 -16,278	-46%	-$262K	0.1%	293
2018 Q3	$652K	Buy	+35,514	New	+$668K	0.31%	94
2017 Q3	–	Sell	-16,170	Closed	-$237K	–	363
2017 Q2	$237K	Sell	16,170 -10,105	-38%	-$142K	0.26%	190
2017 Q1	$382K	Buy	26,275 +4,962	+23%	+$73.2K	0.23%	169
2016 Q4	$307K	Buy	+21,313	New	+$263K	0.2%	242
2016 Q3	–	Sell	-489,940	Closed	-$4.17M	–	266
2016 Q2	$4.17M	Buy	489,940 +461,884	+1,646%	+$4.18M	2.43%	4
2016 Q1	$220K	Buy	+28,056	New	+$226K	0.27%	119
2015 Q4	–	Sell	-104,580	Closed	-$942K	–	262
2015 Q3	$942K	Buy	+104,580	New	+$1.03M	0.55%	66
2015 Q2	–	Sell	-204,181	Closed	-$1.93M	–	306
2015 Q1	$1.93M	Buy	+204,181	New	+$1.93M	0.78%	37
2014 Q3	–	Sell	-66,358	Closed	-$705K	–	350
2014 Q2	$705K	Buy	+66,358	New	+$692K	0.26%	125
2014 Q1	–	Sell	-168,214	Closed	-$1.66M	–	277
2013 Q4	$1.66M	Buy	+168,214	New	+$1.62M	0.99%	17

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gideon Capital Advisors's RF Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Regions Financial (RF) in Q1 2020, closing a stake of 61,440 shares — an estimated $1.05M sold.

Gideon Capital Advisors first reported a position in RF in Q4 2013 and held it in 14 quarters. The position peaked at $4.17M in Q2 2016. 689 funds tracked by Wall St. Rank hold RF as of Q1 2020.

Gideon Capital Advisors reported no remaining Regions Financial position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 61,440 Regions Financial shares in Q1 2020, an estimated $1.05M.
Gideon Capital Advisors first reported a position in Regions Financial in Q4 2013 and held it in 14 quarters.
Gideon Capital Advisors's Regions Financial position peaked at $4.17M in Q2 2016.
689 funds tracked by Wall St. Rank held Regions Financial as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.