Intersect Capital’s Regions Financial RF Stock Holding History

Intersect Capital’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
2015 Q1	–	Sell	-2,624	Closed	-$28K	–	474
2014 Q4	$28K	Buy	+2,624	New	+$26.2K	0.02%	243

Other funds holding RF

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Intersect Capital's RF Position: Q1 2015 in Review

Intersect Capital sold out of Regions Financial (RF) in Q1 2015, closing a stake of 2,624 shares — an estimated $28K sold.

Intersect Capital first reported a position in RF in Q4 2014 and held it in 1 quarter. The position peaked at $28K in Q4 2014. 566 funds tracked by Wall St. Rank hold RF as of Q1 2015.

Intersect Capital reported no remaining Regions Financial position as of Q1 2015 after selling out during the quarter.
Intersect Capital sold 2,624 Regions Financial shares in Q1 2015, an estimated $28K.
Intersect Capital first reported a position in Regions Financial in Q4 2014 and held it in 1 quarter.
Intersect Capital's Regions Financial position peaked at $28K in Q4 2014.
566 funds tracked by Wall St. Rank held Regions Financial as of Q1 2015.

Based on Intersect Capital's 13F filing for Q1 2015, filed 11 May 2015.