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Karp Capital Management’s Regions Financial RF Stock Holding History

Karp Capital Management’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
-263
Closed -$4K – 310
2018
Q4 		$4K Buy
+263
New +$4.23K ﹤0.01% 306
2015
Q4 		– Sell
-253
Closed -$2K – 244
2015
Q3 		$2K Buy
253
+1
+0.4% +$10 ﹤0.01% 327
2015
Q2 		$3K Buy
252
+2
+0.8% +$20 ﹤0.01% 343
2015
Q1 		$2K Buy
250
+1
+0.4% +$9 ﹤0.01% 336
2014
Q4 		$3K Buy
+249
New +$2.49K ﹤0.01% 320

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

Karp Capital Management's RF Position: Q1 2019 in Review

Karp Capital Management sold out of Regions Financial (RF) in Q1 2019, closing a stake of 263 shares — an estimated $4K sold.

Karp Capital Management first reported a position in RF in Q4 2014 and held it in 5 quarters. The position peaked at $4K in Q4 2018. 720 funds tracked by Wall St. Rank hold RF as of Q1 2019.

  • Karp Capital Management reported no remaining Regions Financial position as of Q1 2019 after selling out during the quarter.
  • Karp Capital Management sold 263 Regions Financial shares in Q1 2019, an estimated $4K.
  • Karp Capital Management first reported a position in Regions Financial in Q4 2014 and held it in 5 quarters.
  • Karp Capital Management's Regions Financial position peaked at $4K in Q4 2018.
  • 720 funds tracked by Wall St. Rank held Regions Financial as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.