Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s Regions Financial RF Stock Holding History

Luther King Capital Management (LKCM)’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
Q2 		– Sell
-12,100
Closed -$225K – 523
2018
Q1 		$225K Hold
12,100
– – ﹤0.01% 489
2017
Q4 		$209K Sell
12,100
-102
-0.8% -$1.63K ﹤0.01% 501
2017
Q3 		$186K Sell
12,202
-5,172
-30% -$74.4K ﹤0.01% 492
2017
Q2 		$254K Sell
17,374
-5,000
-22% -$70.4K ﹤0.01% 450
2017
Q1 		$325K Sell
22,374
-7,500
-25% -$111K ﹤0.01% 442
2016
Q4 		$429K Hold
29,874
– – ﹤0.01% 417
2016
Q3 		$295K Hold
29,874
– – ﹤0.01% 442
2016
Q2 		$254K Hold
29,874
– – ﹤0.01% 468
2016
Q1 		$235K Sell
29,874
-2,343
-7% -$18.8K ﹤0.01% 472
2015
Q4 		$309K Sell
32,217
-10,157
-24% -$97.5K ﹤0.01% 456
2015
Q3 		$382K Buy
+42,374
New +$419K ﹤0.01% 439

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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Luther King Capital Management (LKCM)'s RF Position: Q2 2018 in Review

Luther King Capital Management (LKCM) sold out of Regions Financial (RF) in Q2 2018, closing a stake of 12,100 shares — an estimated $225K sold.

Luther King Capital Management (LKCM) first reported a position in RF in Q3 2015 and held it in 11 quarters. The position peaked at $429K in Q4 2016. 712 funds tracked by Wall St. Rank hold RF as of Q2 2018.

  • Luther King Capital Management (LKCM) reported no remaining Regions Financial position as of Q2 2018 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 12,100 Regions Financial shares in Q2 2018, an estimated $225K.
  • Luther King Capital Management (LKCM) first reported a position in Regions Financial in Q3 2015 and held it in 11 quarters.
  • Luther King Capital Management (LKCM)'s Regions Financial position peaked at $429K in Q4 2016.
  • 712 funds tracked by Wall St. Rank held Regions Financial as of Q2 2018.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2018, filed 13 Aug 2018.