IberiaBank’s Regions Financial RF Stock Holding History

IberiaBank’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
2020 Q2	$519K	Sell	46,633 -4,507	-9%	-$48K	0.06%	155
2020 Q1	$459K	Sell	51,140 -533	-1%	-$7.47K	0.06%	155
2019 Q4	$887K	Buy	51,673 +4,443	+9%	+$73.2K	0.09%	137
2019 Q3	$747K	Buy	47,230 +475	+1%	+$7.18K	0.09%	143
2019 Q2	$699K	Sell	46,755 -953	-2%	-$14.1K	0.08%	148
2019 Q1	$675K	Sell	47,708 -45	-0.1%	-$689	0.08%	151
2018 Q4	$639K	Sell	47,753 -1,479	-3%	-$23.8K	0.08%	156
2018 Q3	$903K	Buy	49,232 +3,215	+7%	+$60.5K	0.11%	151
2018 Q2	$818K	Sell	46,017 -54	-0.1%	-$1.01K	0.14%	145
2018 Q1	$856K	Sell	46,071 -2,900	-6%	-$54.9K	0.17%	137
2017 Q4	$846K	Buy	48,971 +5,300	+12%	+$84.7K	0.13%	149
2017 Q3	$665K	Sell	43,671 -92	-0.2%	-$1.32K	0.11%	153
2017 Q2	$641K	Sell	43,763 -4,433	-9%	-$62.4K	0.19%	110
2017 Q1	$700K	Sell	48,196 -4,939	-9%	-$72.9K	0.22%	106
2016 Q4	$763K	Sell	53,135 -850	-2%	-$10.5K	0.28%	74
2016 Q3	$533K	Sell	53,985 -209	-0.4%	-$1.96K	0.23%	85
2016 Q2	$461K	Buy	54,194 +4,955	+10%	+$44.9K	0.2%	92
2016 Q1	$387K	Buy	49,239 +2,964	+6%	+$23.8K	0.18%	100
2015 Q4	$444K	Hold	46,275	–	–	0.2%	97
2015 Q3	$417K	Hold	46,275	–	–	0.21%	88
2015 Q2	$479K	Sell	46,275 -2,964	-6%	-$29.9K	0.21%	84
2015 Q1	$465K	Buy	49,239 +21,003	+74%	+$199K	0.21%	90
2014 Q4	$298K	Hold	28,236	–	–	0.16%	121
2014 Q3	$283K	Sell	28,236 -750	-3%	-$7.66K	0.16%	115
2014 Q2	$308K	Hold	28,986	–	–	0.17%	116
2014 Q1	$322K	Hold	28,986	–	–	0.2%	103
2013 Q4	$287K	Buy	+28,986	New	+$279K	0.19%	112

Other funds holding RF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IberiaBank's RF Position: Q2 2020 in Review

IberiaBank reduced its Regions Financial (RF) stake by 8.8% in Q2 2020, selling an estimated $48K and leaving 46,633 shares worth $519K. The position accounts for 0.06% of the portfolio, ranked #155.

IberiaBank first reported a position in RF in Q4 2013 and has held it in 27 quarters since. The position peaked at $903K in Q3 2018. 681 funds tracked by Wall St. Rank hold RF as of Q2 2020.

IberiaBank held 46,633 shares of Regions Financial worth $519K as of Q2 2020.
IberiaBank sold 4,507 Regions Financial shares in Q2 2020, an estimated $48K.
Regions Financial made up 0.06% of IberiaBank's portfolio in Q2 2020, its #155 holding.
IberiaBank first reported a position in Regions Financial in Q4 2013 and has held it in 27 quarters since.
IberiaBank's Regions Financial position peaked at $903K in Q3 2018.
681 funds tracked by Wall St. Rank held Regions Financial as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.