IP
RF.PRB

Intellectus Partners’s REGIONS FINANCIAL CORPORATION RF.PRB Stock Holding History

Intellectus Partners’s Portfolio RF.PRB Stock Details RF.PRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-8,793
Closed -$251K – 674
2017
Q3 		$251K Sell
8,793
-1,000
-10% -$29.1K 0.1% 199
2017
Q2 		$285K Sell
9,793
-49
-0.5% -$1.4K 0.13% 165
2017
Q1 		$271K Sell
9,842
-82
-0.8% -$2.25K 0.14% 150
2016
Q4 		$263K Buy
+9,924
New +$273K 0.14% 150

Other funds holding RF.PRB

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return