Lucus Advisors’s Regions Financial RF Stock Holding History

Lucus Advisors’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
2015 Q2	–	Sell	-14,918	Closed	-$141K	–	378
2015 Q1	$141K	Buy	+14,918	New	+$141K	0.07%	313

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Lucus Advisors's RF Position: Q2 2015 in Review

Lucus Advisors sold out of Regions Financial (RF) in Q2 2015, closing a stake of 14,918 shares — an estimated $141K sold.

Lucus Advisors first reported a position in RF in Q1 2015 and held it in 1 quarter. The position peaked at $141K in Q1 2015. 564 funds tracked by Wall St. Rank hold RF as of Q2 2015.

Lucus Advisors reported no remaining Regions Financial position as of Q2 2015 after selling out during the quarter.
Lucus Advisors sold 14,918 Regions Financial shares in Q2 2015, an estimated $141K.
Lucus Advisors first reported a position in Regions Financial in Q1 2015 and held it in 1 quarter.
Lucus Advisors's Regions Financial position peaked at $141K in Q1 2015.
564 funds tracked by Wall St. Rank held Regions Financial as of Q2 2015.

Based on Lucus Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.