Kiley Juergens Wealth Management’s Regions Financial RF Stock Holding History

Kiley Juergens Wealth 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
2018 Q4	–	Sell	-636	Closed	-$11K	–	499
2018 Q3	$11K	Buy	636 +1	+0.2%	+$19	0.01%	458
2018 Q2	$11K	Buy	+635	New	+$11.9K	0.01%	423
2018 Q1	–	Sell	-692	Closed	-$11K	–	483
2017 Q4	$11K	Buy	+692	New	+$11.1K	0.01%	447

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

Kiley Juergens Wealth Management's RF Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Regions Financial (RF) in Q4 2018, closing a stake of 636 shares — an estimated $11K sold.

Kiley Juergens Wealth Management first reported a position in RF in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q3 2018. 721 funds tracked by Wall St. Rank hold RF as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Regions Financial position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 636 Regions Financial shares in Q4 2018, an estimated $11K.
Kiley Juergens Wealth Management first reported a position in Regions Financial in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Regions Financial position peaked at $11K in Q3 2018.
721 funds tracked by Wall St. Rank held Regions Financial as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.