Kelman-Lazarov Inc’s Regions Financial RF Stock Holding History

Kelman-Lazarov Inc’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
2017 Q1	–	Sell	-3,078	Closed	-$44.2K	–	217
2016 Q4	$44.2K	Sell	3,078 -169	-5%	-$2.09K	0.02%	176
2016 Q3	$32.7K	Sell	3,247 -300	-8%	-$2.81K	0.02%	207
2016 Q2	$29.7K	Sell	3,547 -9,475	-73%	-$85.8K	0.02%	207
2016 Q1	$103K	Buy	+13,022	New	+$105K	0.06%	150

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

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

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

Kelman-Lazarov Inc's RF Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Regions Financial (RF) in Q1 2017, closing a stake of 3,078 shares — an estimated $44.2K sold.

Kelman-Lazarov Inc first reported a position in RF in Q1 2016 and held it in 4 quarters. The position peaked at $103K in Q1 2016. 646 funds tracked by Wall St. Rank hold RF as of Q1 2017.

Kelman-Lazarov Inc reported no remaining Regions Financial position as of Q1 2017 after selling out during the quarter.
Kelman-Lazarov Inc sold 3,078 Regions Financial shares in Q1 2017, an estimated $44.2K.
Kelman-Lazarov Inc first reported a position in Regions Financial in Q1 2016 and held it in 4 quarters.
Kelman-Lazarov Inc's Regions Financial position peaked at $103K in Q1 2016.
646 funds tracked by Wall St. Rank held Regions Financial as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.