O'Brien Wealth Partners’s Regions Financial RF Stock Holding History

O'Brien Wealth Partners’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	-370	Closed	-$7K	–	169
2018 Q3	$7K	Buy	+370	New	+$6.96K	﹤0.01%	143

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

O'Brien Wealth Partners's RF Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Regions Financial (RF) in Q4 2018, closing a stake of 370 shares — an estimated $7K sold.

O'Brien Wealth Partners first reported a position in RF in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 722 funds tracked by Wall St. Rank hold RF as of Q4 2018.

O'Brien Wealth Partners reported no remaining Regions Financial position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 370 Regions Financial shares in Q4 2018, an estimated $7K.
O'Brien Wealth Partners first reported a position in Regions Financial in Q3 2018 and held it in 1 quarter.
O'Brien Wealth Partners's Regions Financial position peaked at $7K in Q3 2018.
722 funds tracked by Wall St. Rank held Regions Financial as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.