Intellectus Partners’s Regions Financial RF Stock Holding History

Intellectus 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 Q4	–	Sell	-1,650	Closed	-$31K	–	451
2018 Q3	$31K	Hold	1,650	–	–	0.01%	392
2018 Q2	$29K	Hold	1,650	–	–	0.01%	392
2018 Q1	$31K	Hold	1,650	–	–	0.01%	387
2017 Q4	$29K	Hold	1,650	–	–	0.01%	392
2017 Q3	$25K	Hold	1,650	–	–	0.01%	512
2017 Q2	$24K	Hold	1,650	–	–	0.01%	485
2017 Q1	$24K	Hold	1,650	–	–	0.01%	438
2016 Q4	$24K	Buy	+1,650	New	+$20.4K	0.01%	431

Other funds holding RF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Intellectus Partners's RF Position: Q4 2018 in Review

Intellectus Partners sold out of Regions Financial (RF) in Q4 2018, closing a stake of 1,650 shares — an estimated $31K sold.

Intellectus Partners first reported a position in RF in Q4 2016 and held it in 8 quarters. The position peaked at $31K in Q3 2018. 722 funds tracked by Wall St. Rank hold RF as of Q4 2018.

Intellectus Partners reported no remaining Regions Financial position as of Q4 2018 after selling out during the quarter.
Intellectus Partners sold 1,650 Regions Financial shares in Q4 2018, an estimated $31K.
Intellectus Partners first reported a position in Regions Financial in Q4 2016 and held it in 8 quarters.
Intellectus Partners's Regions Financial position peaked at $31K in Q3 2018.
722 funds tracked by Wall St. Rank held Regions Financial as of Q4 2018.

Based on Intellectus Partners's 13F filing for Q4 2018, filed 14 Feb 2019.