Moody Lynn & Lieberson’s Regions Financial RF Stock Holding History

Moody Lynn & Lieberson’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 Q4	–	Sell	-56,771	Closed	-$1.04M	–	210
2018 Q3	$1.04M	Buy	56,771 +10,924	+24%	+$206K	0.11%	104
2018 Q2	$815K	Sell	45,847 -532	-1%	-$9.96K	0.1%	113
2018 Q1	$862K	Buy	46,379 +2,190	+5%	+$41.5K	0.1%	108
2017 Q4	$846K	Buy	+44,189	New	+$707K	0.09%	115
2015 Q3	–	Sell	-559,535	Closed	-$5.8M	–	191
2015 Q2	$5.8M	Buy	+559,535	New	+$5.64M	0.92%	43
2015 Q1	–	Sell	-14,665	Closed	-$155K	–	201
2014 Q4	$155K	Sell	14,665 -3,400	-19%	-$34K	0.02%	189
2014 Q3	$181K	Sell	18,065 -5,400	-23%	-$55.1K	0.03%	182
2014 Q2	$249K	Hold	23,465	–	–	0.03%	177
2014 Q1	$261K	Hold	23,465	–	–	0.04%	174
2013 Q4	$232K	Hold	23,465	–	–	0.03%	179
2013 Q3	$217K	Buy	+23,465	New	+$230K	0.03%	168

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Moody Lynn & Lieberson's RF Position: Q4 2018 in Review

Moody Lynn & Lieberson sold out of Regions Financial (RF) in Q4 2018, closing a stake of 56,771 shares — an estimated $1.04M sold.

Moody Lynn & Lieberson first reported a position in RF in Q3 2013 and held it in 11 quarters. The position peaked at $5.8M in Q2 2015. 721 funds tracked by Wall St. Rank hold RF as of Q4 2018.

Moody Lynn & Lieberson reported no remaining Regions Financial position as of Q4 2018 after selling out during the quarter.
Moody Lynn & Lieberson sold 56,771 Regions Financial shares in Q4 2018, an estimated $1.04M.
Moody Lynn & Lieberson first reported a position in Regions Financial in Q3 2013 and held it in 11 quarters.
Moody Lynn & Lieberson's Regions Financial position peaked at $5.8M in Q2 2015.
721 funds tracked by Wall St. Rank held Regions Financial as of Q4 2018.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2018, filed 29 Jan 2019.