Old Mutual Customised Solutions’s Regions Financial RF Stock Holding History

Old Mutual Customised Solutions’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 Q2	$1.48M	Sell	83,224 -4,400	-5%	-$82.4K	0.15%	170
2018 Q1	$1.63M	Hold	87,624	–	–	0.17%	155
2017 Q4	$1.51M	Buy	87,624 +23,500	+37%	+$376K	0.15%	165
2017 Q3	$977K	Buy	64,124 +10,600	+20%	+$152K	0.13%	186
2017 Q2	$784K	Hold	53,524	–	–	0.12%	217
2017 Q1	$778K	Sell	53,524 -476	-0.9%	-$7.02K	0.12%	215
2016 Q4	$775K	Buy	54,000 +29,600	+121%	+$366K	0.14%	183
2016 Q3	$241K	Sell	24,400 -9,400	-28%	-$88K	0.07%	336
2016 Q2	$288K	Hold	33,800	–	–	0.07%	328
2016 Q1	$265K	Hold	33,800	–	–	0.07%	344
2015 Q4	$324K	Hold	33,800	–	–	0.08%	291
2015 Q3	$305K	Hold	33,800	–	–	0.08%	300
2015 Q2	$350K	Hold	33,800	–	–	0.08%	304
2015 Q1	$319K	Hold	33,800	–	–	0.08%	318
2014 Q4	$357K	Sell	33,800 -1,500	-4%	-$15K	0.1%	259
2014 Q3	$354K	Sell	35,300 -7,200	-17%	-$73.5K	0.1%	231
2014 Q2	$451K	Buy	42,500 +18,200	+75%	+$190K	0.11%	215
2014 Q1	$270K	Sell	24,300 -47,400	-66%	-$499K	0.07%	326
2013 Q4	$709K	Hold	71,700	–	–	0.19%	126
2013 Q3	$664K	Buy	71,700 +4,800	+7%	+$47K	0.19%	125
2013 Q2	$638K	Buy	+66,900	New	+$583K	0.18%	107

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Old Mutual Customised Solutions's RF Position: Q2 2018 in Review

Old Mutual Customised Solutions reduced its Regions Financial (RF) stake by 5% in Q2 2018, selling an estimated $82.4K and leaving 83,224 shares worth $1.48M. The position accounts for 0.15% of the portfolio, ranked #170.

Old Mutual Customised Solutions first reported a position in RF in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.63M in Q1 2018. 712 funds tracked by Wall St. Rank hold RF as of Q2 2018.

Old Mutual Customised Solutions held 83,224 shares of Regions Financial worth $1.48M as of Q2 2018.
Old Mutual Customised Solutions sold 4,400 Regions Financial shares in Q2 2018, an estimated $82.4K.
Regions Financial made up 0.15% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #170 holding.
Old Mutual Customised Solutions first reported a position in Regions Financial in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Regions Financial position peaked at $1.63M in Q1 2018.
712 funds tracked by Wall St. Rank held Regions Financial as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.