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McKinley Carter Wealth Services’s Regions Financial RF Stock Holding History

McKinley Carter Wealth Services’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
-1,825
Closed -$34K – 331
2018
Q1 		$34K Buy
+1,825
New +$34.6K 0.01% 294

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
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

McKinley Carter Wealth Services's RF Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Regions Financial (RF) in Q2 2018, closing a stake of 1,825 shares — an estimated $34K sold.

McKinley Carter Wealth Services first reported a position in RF in Q1 2018 and held it in 1 quarter. The position peaked at $34K in Q1 2018. 712 funds tracked by Wall St. Rank hold RF as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Regions Financial position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,825 Regions Financial shares in Q2 2018, an estimated $34K.
  • McKinley Carter Wealth Services first reported a position in Regions Financial in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Regions Financial position peaked at $34K in Q1 2018.
  • 712 funds tracked by Wall St. Rank held Regions Financial as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.