GSC
RF icon

Ground Swell Capital’s Regions Financial RF Stock Holding History

Ground Swell 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
2014
Q3 		$23K Buy
2,325
+735
+46% +$7.5K 0.04% 471
2014
Q2 		$17K Buy
+1,590
New +$16.6K 0.03% 484

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ground Swell Capital's RF Position: Q3 2014 in Review

Ground Swell Capital increased its Regions Financial (RF) stake by 46% in Q3 2014, buying an estimated $7.5K and bringing the position to 2,325 shares worth $23K. The position accounts for 0.04% of the portfolio, ranked #471.

Ground Swell Capital first reported a position in RF in Q2 2014 and has held it in 2 quarters since. 545 funds tracked by Wall St. Rank hold RF as of Q3 2014.

  • Ground Swell Capital held 2,325 shares of Regions Financial worth $23K as of Q3 2014.
  • Ground Swell Capital bought 735 Regions Financial shares in Q3 2014, an estimated $7.5K.
  • Regions Financial made up 0.04% of Ground Swell Capital's portfolio in Q3 2014, its #471 holding.
  • Ground Swell Capital first reported a position in Regions Financial in Q2 2014 and has held it in 2 quarters since.
  • 545 funds tracked by Wall St. Rank held Regions Financial as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.