Newfound Research’s Regions Financial RF Stock Holding History

Newfound Research’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
2020 Q2	–	Sell	-2	Closed	–	–	162
2020 Q1	$0	Hold	2	–	–	﹤0.01%	178
2019 Q4	$0	Buy	+2	New	+$33	﹤0.01%	207

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Newfound Research's RF Position: Q2 2020 in Review

Newfound Research sold out of Regions Financial (RF) in Q2 2020, closing a stake of 2 shares.

Newfound Research first reported a position in RF in Q4 2019 and held it in 2 quarters. The position peaked at $0 in Q1 2020. 680 funds tracked by Wall St. Rank hold RF as of Q2 2020.

Newfound Research reported no remaining Regions Financial position as of Q2 2020 after selling out during the quarter.
Newfound Research sold 2 Regions Financial shares in Q2 2020.
Newfound Research first reported a position in Regions Financial in Q4 2019 and held it in 2 quarters.
Newfound Research's Regions Financial position peaked at $0 in Q1 2020.
680 funds tracked by Wall St. Rank held Regions Financial as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.