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Gupta Wealth Management’s Regions Financial RF Stock Holding History

Gupta Wealth 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
2016
Q1 		$30K Sell
3,809
-191
-5% -$1.54K 0.01% 567
2015
Q4 		$38K Buy
4,000
+2,000
+100% +$19.2K 0.01% 484
2015
Q3 		$18K Sell
2,000
-1,500
-43% -$14.8K ﹤0.01% 720
2015
Q2 		$36K Buy
+3,500
New +$35.3K 0.01% 547

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gupta Wealth Management's RF Position: Q1 2016 in Review

Gupta Wealth Management reduced its Regions Financial (RF) stake by 4.8% in Q1 2016, selling an estimated $1.54K and leaving 3,809 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #567.

Gupta Wealth Management first reported a position in RF in Q2 2015 and has held it in 4 quarters since. The position peaked at $38K in Q4 2015. 568 funds tracked by Wall St. Rank hold RF as of Q1 2016.

  • Gupta Wealth Management held 3,809 shares of Regions Financial worth $30K as of Q1 2016.
  • Gupta Wealth Management sold 191 Regions Financial shares in Q1 2016, an estimated $1.54K.
  • Regions Financial made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #567 holding.
  • Gupta Wealth Management first reported a position in Regions Financial in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's Regions Financial position peaked at $38K in Q4 2015.
  • 568 funds tracked by Wall St. Rank held Regions Financial as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.