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Independent Portfolio Consultants’s Regions Financial RF Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-88
Closed -$1K – 890
2016
Q4 		$1K Buy
+88
New +$1.09K ﹤0.01% 784
2015
Q4 		– Sell
-6,729
Closed -$61K – 797
2015
Q3 		$61K Buy
6,729
+2,635
+64% +$26K 0.01% 555
2015
Q2 		$42K Buy
4,094
+2,618
+177% +$26.4K 0.01% 646
2015
Q1 		$14K Buy
1,476
+166
+13% +$1.57K ﹤0.01% 711
2014
Q4 		$14K Buy
+1,310
New +$13.1K ﹤0.01% 683

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Portfolio Consultants's RF Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Regions Financial (RF) in Q1 2017, closing a stake of 88 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in RF in Q4 2014 and held it in 5 quarters. The position peaked at $61K in Q3 2015. 647 funds tracked by Wall St. Rank hold RF as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Regions Financial position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 88 Regions Financial shares in Q1 2017, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in Regions Financial in Q4 2014 and held it in 5 quarters.
  • Independent Portfolio Consultants's Regions Financial position peaked at $61K in Q3 2015.
  • 647 funds tracked by Wall St. Rank held Regions Financial as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.