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Gratus Capital’s Regions Financial RF Stock Holding History

Gratus Capital’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
-14,985
Closed -$257K – 207
2019
Q4 		$257K Buy
14,985
+150
+1% +$2.47K 0.04% 163
2019
Q3 		$235K Buy
14,835
+136
+0.9% +$2.06K 0.04% 159
2019
Q2 		$220K Buy
14,699
+138
+0.9% +$2.04K 0.04% 164
2019
Q1 		$206K Buy
14,561
+148
+1% +$2.27K 0.03% 164
2018
Q4 		$193K Buy
14,413
+109
+0.8% +$1.75K 0.04% 166
2018
Q3 		$262K Buy
14,304
+72
+0.5% +$1.35K 0.04% 158
2018
Q2 		$253K Buy
14,232
+70
+0.5% +$1.31K 0.04% 150
2018
Q1 		$263K Buy
14,162
+73
+0.5% +$1.38K 0.04% 156
2017
Q4 		$243K Buy
14,089
+89
+0.6% +$1.42K 0.03% 163
2017
Q3 		$213K Buy
+14,000
New +$201K 0.03% 174

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gratus Capital's RF Position: Q1 2020 in Review

Gratus Capital sold out of Regions Financial (RF) in Q1 2020, closing a stake of 14,985 shares — an estimated $257K sold.

Gratus Capital first reported a position in RF in Q3 2017 and held it in 10 quarters. The position peaked at $263K in Q1 2018. 688 funds tracked by Wall St. Rank hold RF as of Q1 2020.

  • Gratus Capital reported no remaining Regions Financial position as of Q1 2020 after selling out during the quarter.
  • Gratus Capital sold 14,985 Regions Financial shares in Q1 2020, an estimated $257K.
  • Gratus Capital first reported a position in Regions Financial in Q3 2017 and held it in 10 quarters.
  • Gratus Capital's Regions Financial position peaked at $263K in Q1 2018.
  • 688 funds tracked by Wall St. Rank held Regions Financial as of Q1 2020.

Based on Gratus Capital's 13F filing for Q1 2020, filed 1 May 2020.