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JOYN Advisors’s Regions Financial RF Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-5,651
Closed -$76K – 1100
2018
Q4 		$76K Sell
5,651
-9,700
-63% -$156K 0.02% 241
2018
Q3 		$282K Sell
15,351
-3,432
-18% -$64.6K 0.05% 108
2018
Q2 		$334K Sell
18,783
-14,060
-43% -$263K 0.07% 82
2018
Q1 		$610K Buy
32,843
+3,422
+12% +$64.8K 0.13% 51
2017
Q4 		$508K Buy
+29,421
New +$470K 0.11% 80

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JOYN Advisors's RF Position: Q1 2019 in Review

JOYN Advisors sold out of Regions Financial (RF) in Q1 2019, closing a stake of 5,651 shares — an estimated $76K sold.

JOYN Advisors first reported a position in RF in Q4 2017 and held it in 5 quarters. The position peaked at $610K in Q1 2018. 720 funds tracked by Wall St. Rank hold RF as of Q1 2019.

  • JOYN Advisors reported no remaining Regions Financial position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 5,651 Regions Financial shares in Q1 2019, an estimated $76K.
  • JOYN Advisors first reported a position in Regions Financial in Q4 2017 and held it in 5 quarters.
  • JOYN Advisors's Regions Financial position peaked at $610K in Q1 2018.
  • 720 funds tracked by Wall St. Rank held Regions Financial as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.