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Lourd Capital’s Regions Financial RF Stock Holding History

Lourd Capital’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
2019
Q1 		– Sell
-18,315
Closed -$245K – 257
2018
Q4 		$245K Sell
18,315
-177
-1% -$2.84K 0.02% 233
2018
Q3 		$339K Sell
18,492
-79
-0.4% -$1.49K 0.02% 192
2018
Q2 		$330K Buy
18,571
+214
+1% +$4.01K 0.05% 93
2018
Q1 		$341K Sell
18,357
-35
-0.2% -$663 0.05% 101
2017
Q4 		$318K Buy
+18,392
New +$294K 0.02% 224

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Lourd Capital's RF Position: Q1 2019 in Review

Lourd Capital sold out of Regions Financial (RF) in Q1 2019, closing a stake of 18,315 shares — an estimated $245K sold.

Lourd Capital first reported a position in RF in Q4 2017 and held it in 5 quarters. The position peaked at $341K in Q1 2018. 720 funds tracked by Wall St. Rank hold RF as of Q1 2019.

  • Lourd Capital reported no remaining Regions Financial position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 18,315 Regions Financial shares in Q1 2019, an estimated $245K.
  • Lourd Capital first reported a position in Regions Financial in Q4 2017 and held it in 5 quarters.
  • Lourd Capital's Regions Financial position peaked at $341K in Q1 2018.
  • 720 funds tracked by Wall St. Rank held Regions Financial as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.