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MorganRosel Wealth Management’s Regions Financial RF Stock Holding History

MorganRosel Wealth Management’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
-37,081
Closed -$496K – 75
2018
Q4 		$496K Buy
+37,081
New +$596K 0.51% 49

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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

MorganRosel Wealth Management's RF Position: Q1 2019 in Review

MorganRosel Wealth Management sold out of Regions Financial (RF) in Q1 2019, closing a stake of 37,081 shares — an estimated $496K sold.

MorganRosel Wealth Management first reported a position in RF in Q4 2018 and held it in 1 quarter. The position peaked at $496K in Q4 2018. 720 funds tracked by Wall St. Rank hold RF as of Q1 2019.

  • MorganRosel Wealth Management reported no remaining Regions Financial position as of Q1 2019 after selling out during the quarter.
  • MorganRosel Wealth Management sold 37,081 Regions Financial shares in Q1 2019, an estimated $496K.
  • MorganRosel Wealth Management first reported a position in Regions Financial in Q4 2018 and held it in 1 quarter.
  • MorganRosel Wealth Management's Regions Financial position peaked at $496K in Q4 2018.
  • 720 funds tracked by Wall St. Rank held Regions Financial as of Q1 2019.

Based on MorganRosel Wealth Management's 13F filing for Q1 2019, filed 9 Apr 2019.