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Kennedy Capital Management’s Regions Financial RF Stock Holding History

Kennedy 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
2016
Q2 		– Sell
-1,518,903
Closed -$11.9M – 741
2016
Q1 		$11.9M Sell
1,518,903
-375,727
-20% -$3.02M 0.24% 114
2015
Q4 		$18.2M Buy
1,894,630
+86,807
+5% +$833K 0.37% 47
2015
Q3 		$16.3M Buy
1,807,823
+81,569
+5% +$806K 0.33% 61
2015
Q2 		$17.9M Buy
1,726,254
+279,696
+19% +$2.82M 0.32% 70
2015
Q1 		$13.7M Buy
1,446,558
+30,044
+2% +$284K 0.24% 121
2014
Q4 		$15M Buy
1,416,514
+19,688
+1% +$197K 0.27% 88
2014
Q3 		$14M Buy
1,396,826
+4,217
+0.3% +$43K 0.27% 89
2014
Q2 		$14.8M Buy
1,392,609
+5,412
+0.4% +$56.4K 0.28% 104
2014
Q1 		$15.4M Sell
1,387,197
-73
-0% -$769 0.29% 88
2013
Q4 		$13.7M Buy
1,387,270
+85,892
+7% +$827K 0.25% 115
2013
Q3 		$12.1M Buy
1,301,378
+47,471
+4% +$465K 0.23% 136
2013
Q2 		$11.9M Buy
+1,253,907
New +$10.9M 0.24% 130

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kennedy Capital Management's RF Position: Q2 2016 in Review

Kennedy Capital Management sold out of Regions Financial (RF) in Q2 2016, closing a stake of 1,518,903 shares — an estimated $11.9M sold.

Kennedy Capital Management first reported a position in RF in Q2 2013 and held it in 12 quarters. The position peaked at $18.2M in Q4 2015. 580 funds tracked by Wall St. Rank hold RF as of Q2 2016.

  • Kennedy Capital Management reported no remaining Regions Financial position as of Q2 2016 after selling out during the quarter.
  • Kennedy Capital Management sold 1,518,903 Regions Financial shares in Q2 2016, an estimated $11.9M.
  • Kennedy Capital Management first reported a position in Regions Financial in Q2 2013 and held it in 12 quarters.
  • Kennedy Capital Management's Regions Financial position peaked at $18.2M in Q4 2015.
  • 580 funds tracked by Wall St. Rank held Regions Financial as of Q2 2016.

Based on Kennedy Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.