GIM
RF icon

Guardian Investment Management’s Regions Financial RF Stock Holding History

Guardian 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
2018
Q1 		– Sell
-25,700
Closed -$444K – 54
2017
Q4 		$444K Hold
25,700
– – 0.47% 47
2017
Q3 		$391K Buy
25,700
+2,700
+12% +$38.8K 0.43% 49
2017
Q2 		$337K Buy
23,000
+3,700
+19% +$52.1K 0.37% 54
2017
Q1 		$280K Buy
+19,300
New +$285K 0.3% 52

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Guardian Investment Management's RF Position: Q1 2018 in Review

Guardian Investment Management sold out of Regions Financial (RF) in Q1 2018, closing a stake of 25,700 shares — an estimated $444K sold.

Guardian Investment Management first reported a position in RF in Q1 2017 and held it in 4 quarters. The position peaked at $444K in Q4 2017. 716 funds tracked by Wall St. Rank hold RF as of Q1 2018.

  • Guardian Investment Management reported no remaining Regions Financial position as of Q1 2018 after selling out during the quarter.
  • Guardian Investment Management sold 25,700 Regions Financial shares in Q1 2018, an estimated $444K.
  • Guardian Investment Management first reported a position in Regions Financial in Q1 2017 and held it in 4 quarters.
  • Guardian Investment Management's Regions Financial position peaked at $444K in Q4 2017.
  • 716 funds tracked by Wall St. Rank held Regions Financial as of Q1 2018.

Based on Guardian Investment Management's 13F filing for Q1 2018, filed 11 May 2018.