Guardian Investor Services’s Regions Financial RF Stock Holding History

Guardian Investor Services’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
2015 Q1	$88K	Sell	9,274 -240	-3%	-$2.27K	0.07%	324
2014 Q4	$100K	Sell	9,514 -263	-3%	-$2.63K	0.08%	293
2014 Q3	$98K	Sell	9,777 -782	-7%	-$7.98K	0.08%	291
2014 Q2	$112K	Sell	10,559 -64	-0.6%	-$667	0.09%	280
2014 Q1	$118K	Sell	10,623 -564	-5%	-$5.94K	0.09%	266
2013 Q4	$111K	Sell	11,187 -137	-1%	-$1.32K	0.08%	287
2013 Q3	$105K	Sell	11,324 -157	-1%	-$1.54K	0.09%	285
2013 Q2	$109K	Buy	+11,481	New	+$100K	0.09%	262

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Guardian Investor Services's RF Position: Q1 2015 in Review

Guardian Investor Services reduced its Regions Financial (RF) stake by 2.5% in Q1 2015, selling an estimated $2.27K and leaving 9,274 shares worth $88K. The position accounts for 0.07% of the portfolio, ranked #324.

Guardian Investor Services first reported a position in RF in Q2 2013 and has held it in 8 quarters since. The position peaked at $118K in Q1 2014. 567 funds tracked by Wall St. Rank hold RF as of Q1 2015.

Guardian Investor Services held 9,274 shares of Regions Financial worth $88K as of Q1 2015.
Guardian Investor Services sold 240 Regions Financial shares in Q1 2015, an estimated $2.27K.
Regions Financial made up 0.07% of Guardian Investor Services's portfolio in Q1 2015, its #324 holding.
Guardian Investor Services first reported a position in Regions Financial in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Regions Financial position peaked at $118K in Q1 2014.
567 funds tracked by Wall St. Rank held Regions Financial as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.