Kaizen Advisory’s Regions Financial RF Stock Holding History

Kaizen Advisory’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	$41K	Buy	3,048 +244	+9%	+$3.92K	0.03%	365
2018 Q3	$51K	Hold	2,804	–	–	0.03%	332
2018 Q2	$50K	Buy	2,804 +1,652	+143%	+$30.9K	0.03%	336
2018 Q1	$21K	Hold	1,152	–	–	0.02%	326
2017 Q4	$20K	Buy	+1,152	New	+$18.4K	0.01%	336

Other funds holding RF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kaizen Advisory's RF Position: Q4 2018 in Review

Kaizen Advisory increased its Regions Financial (RF) stake by 8.7% in Q4 2018, buying an estimated $3.92K and bringing the position to 3,048 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #365.

Kaizen Advisory first reported a position in RF in Q4 2017 and has held it in 5 quarters since. The position peaked at $51K in Q3 2018. 721 funds tracked by Wall St. Rank hold RF as of Q4 2018.

Kaizen Advisory held 3,048 shares of Regions Financial worth $41K as of Q4 2018.
Kaizen Advisory bought 244 Regions Financial shares in Q4 2018, an estimated $3.92K.
Regions Financial made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #365 holding.
Kaizen Advisory first reported a position in Regions Financial in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Regions Financial position peaked at $51K in Q3 2018.
721 funds tracked by Wall St. Rank held Regions Financial as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.