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Isthmus Partners’s Regions Financial RF Stock Holding History

Isthmus 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
2016
Q1 		– Sell
-159
Closed -$2K – 255
2015
Q4 		$2K Hold
159
– – ﹤0.01% 257
2015
Q3 		$1K Hold
159
– – ﹤0.01% 272
2015
Q2 		$2K Hold
159
– – ﹤0.01% 269
2015
Q1 		$2K Hold
159
– – ﹤0.01% 258
2014
Q4 		$2K Buy
+159
New +$1.59K ﹤0.01% 265

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Isthmus Partners's RF Position: Q1 2016 in Review

Isthmus Partners sold out of Regions Financial (RF) in Q1 2016, closing a stake of 159 shares — an estimated $2K sold.

Isthmus Partners first reported a position in RF in Q4 2014 and held it in 5 quarters. The position peaked at $2K in Q4 2015. 567 funds tracked by Wall St. Rank hold RF as of Q1 2016.

  • Isthmus Partners reported no remaining Regions Financial position as of Q1 2016 after selling out during the quarter.
  • Isthmus Partners sold 159 Regions Financial shares in Q1 2016, an estimated $2K.
  • Isthmus Partners first reported a position in Regions Financial in Q4 2014 and held it in 5 quarters.
  • Isthmus Partners's Regions Financial position peaked at $2K in Q4 2015.
  • 567 funds tracked by Wall St. Rank held Regions Financial as of Q1 2016.

Based on Isthmus Partners's 13F filing for Q1 2016, filed 10 May 2016.