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New York Life Trust’s Regions Financial RF Stock Holding History

New York Life Trust’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
-1,545
Closed -$15K – 235
2015
Q1 		$15K Buy
+1,545
New +$14.6K 0.06% 185

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

New York Life Trust's RF Position: Q2 2015 in Review

New York Life Trust sold out of Regions Financial (RF) in Q2 2015, closing a stake of 1,545 shares — an estimated $15K sold.

New York Life Trust first reported a position in RF in Q1 2015 and held it in 1 quarter. The position peaked at $15K in Q1 2015. 564 funds tracked by Wall St. Rank hold RF as of Q2 2015.

  • New York Life Trust reported no remaining Regions Financial position as of Q2 2015 after selling out during the quarter.
  • New York Life Trust sold 1,545 Regions Financial shares in Q2 2015, an estimated $15K.
  • New York Life Trust first reported a position in Regions Financial in Q1 2015 and held it in 1 quarter.
  • New York Life Trust's Regions Financial position peaked at $15K in Q1 2015.
  • 564 funds tracked by Wall St. Rank held Regions Financial as of Q2 2015.

Based on New York Life Trust's 13F filing for Q2 2015, filed 13 Aug 2015.