LBA Wealth Management’s Regions Financial RF Stock Holding History

LBA 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
2017 Q1	$3K	Hold	212	–	–	﹤0.01%	391
2016 Q4	$3K	Hold	212	–	–	﹤0.01%	397
2016 Q3	$2K	Hold	212	–	–	﹤0.01%	416
2016 Q2	$2K	Hold	212	–	–	﹤0.01%	402
2016 Q1	$2K	Hold	212	–	–	﹤0.01%	393
2015 Q4	$2K	Hold	212	–	–	﹤0.01%	383
2015 Q3	$2K	Hold	212	–	–	﹤0.01%	319
2015 Q2	$2K	Buy	+212	New	+$2.14K	﹤0.01%	301

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

LBA Wealth Management's RF Position: Q1 2017 in Review

LBA Wealth Management held its Regions Financial (RF) position steady in Q1 2017 at 212 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

LBA Wealth Management first reported a position in RF in Q2 2015 and has held it in 8 quarters since. 646 funds tracked by Wall St. Rank hold RF as of Q1 2017.

LBA Wealth Management held 212 shares of Regions Financial worth $3K as of Q1 2017.
LBA Wealth Management left its Regions Financial share count unchanged in Q1 2017.
Regions Financial made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #391 holding.
LBA Wealth Management first reported a position in Regions Financial in Q2 2015 and has held it in 8 quarters since.
646 funds tracked by Wall St. Rank held Regions Financial as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.