Kiwi Wealth Investments Limited Partnership’s Regions Financial RF Stock Holding History

Kiwi Wealth Investments Limited Partnership’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	-202,648	Closed	-$3.72M	–	193
2018 Q3	$3.72M	Buy	202,648 +95,454	+89%	+$1.8M	0.35%	83
2018 Q2	$1.91M	Buy	107,194 +1,307	+1%	+$24.5K	0.18%	129
2018 Q1	$1.97M	Sell	105,887 -5,203	-5%	-$98.6K	0.19%	117
2017 Q4	$1.92M	Buy	+111,090	New	+$1.78M	0.21%	108
2016 Q1	–	Sell	-413,874	Closed	-$3.97M	–	110
2015 Q4	$3.97M	Buy	413,874 +3,802	+0.9%	+$36.5K	0.44%	78
2015 Q3	$3.69M	Buy	+410,072	New	+$4.05M	0.43%	73

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

Kiwi Wealth Investments Limited Partnership's RF Position: Q4 2018 in Review

Kiwi Wealth Investments Limited Partnership sold out of Regions Financial (RF) in Q4 2018, closing a stake of 202,648 shares — an estimated $3.72M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in RF in Q3 2015 and held it in 6 quarters. The position peaked at $3.97M in Q4 2015. 722 funds tracked by Wall St. Rank hold RF as of Q4 2018.

Kiwi Wealth Investments Limited Partnership reported no remaining Regions Financial position as of Q4 2018 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 202,648 Regions Financial shares in Q4 2018, an estimated $3.72M.
Kiwi Wealth Investments Limited Partnership first reported a position in Regions Financial in Q3 2015 and held it in 6 quarters.
Kiwi Wealth Investments Limited Partnership's Regions Financial position peaked at $3.97M in Q4 2015.
722 funds tracked by Wall St. Rank held Regions Financial as of Q4 2018.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2018, filed 14 Feb 2019.