Omnia Family Wealth’s Regions Financial RF Stock Holding History

Omnia Family Wealth’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 Q1	–	Sell	-303	Closed	-$5K	–	627
2017 Q4	$5K	Buy	+303	New	+$4.84K	﹤0.01%	337

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Omnia Family Wealth's RF Position: Q1 2018 in Review

Omnia Family Wealth sold out of Regions Financial (RF) in Q1 2018, closing a stake of 303 shares — an estimated $5K sold.

Omnia Family Wealth first reported a position in RF in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 716 funds tracked by Wall St. Rank hold RF as of Q1 2018.

Omnia Family Wealth reported no remaining Regions Financial position as of Q1 2018 after selling out during the quarter.
Omnia Family Wealth sold 303 Regions Financial shares in Q1 2018, an estimated $5K.
Omnia Family Wealth first reported a position in Regions Financial in Q4 2017 and held it in 1 quarter.
Omnia Family Wealth's Regions Financial position peaked at $5K in Q4 2017.
716 funds tracked by Wall St. Rank held Regions Financial as of Q1 2018.

Based on Omnia Family Wealth's 13F filing for Q1 2018, filed 11 May 2018.