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Holistic Financial Partners’s Regions Financial RF Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-767
Closed -$14K – 286
2018
Q1 		$14K Sell
767
-266
-26% -$5.04K 0.01% 299
2017
Q4 		$18K Buy
+1,033
New +$16.5K 0.01% 292

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Holistic Financial Partners's RF Position: Q2 2018 in Review

Holistic Financial Partners sold out of Regions Financial (RF) in Q2 2018, closing a stake of 767 shares — an estimated $14K sold.

Holistic Financial Partners first reported a position in RF in Q4 2017 and held it in 2 quarters. The position peaked at $18K in Q4 2017. 712 funds tracked by Wall St. Rank hold RF as of Q2 2018.

  • Holistic Financial Partners reported no remaining Regions Financial position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 767 Regions Financial shares in Q2 2018, an estimated $14K.
  • Holistic Financial Partners first reported a position in Regions Financial in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Regions Financial position peaked at $18K in Q4 2017.
  • 712 funds tracked by Wall St. Rank held Regions Financial as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.