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Peachtree Investment Advisors’s Regions Financial RF Stock Holding History

Peachtree Investment Advisors’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 		$875K Sell
65,378
-4,745
-7% -$76.2K 0.67% 31
2018
Q3 		$1.29M Sell
70,123
-1,775
-2% -$33.4K 0.88% 28
2018
Q2 		$1.28M Sell
71,898
-1,100
-2% -$20.6K 0.93% 27
2018
Q1 		$1.36M Hold
72,998
– – 1.02% 26
2017
Q4 		$1.26M Hold
72,998
– – 0.96% 27
2017
Q3 		$1.11M Sell
72,998
-1,430
-2% -$20.6K 0.96% 28
2017
Q2 		$1.09M Buy
74,428
+33,408
+81% +$470K 0.93% 32
2017
Q1 		$596K Sell
41,020
-13,050
-24% -$193K 0.55% 48
2016
Q4 		$776K Sell
54,070
-6,004
-10% -$74.2K 0.76% 42
2016
Q3 		$593K Sell
60,074
-19,589
-25% -$183K 0.58% 48
2016
Q2 		$678K Sell
79,663
-1,286
-2% -$11.6K 0.69% 44
2016
Q1 		$635K Hold
80,949
– – 0.64% 46
2015
Q4 		$777K Buy
80,949
+286
+0.4% +$2.74K 0.81% 41
2015
Q3 		$727K Sell
80,663
-128,534
-61% -$1.27M 0.75% 42
2015
Q2 		$2.17M Sell
209,197
-9,626
-4% -$97K 1.62% 13
2015
Q1 		$2.07M Buy
218,823
+161
+0.1% +$1.52K 1.48% 12
2014
Q4 		$2.31M Buy
218,662
+166
+0.1% +$1.66K 1.55% 9
2014
Q3 		$2.19M Sell
218,496
-6,278
-3% -$64.1K 1.47% 12
2014
Q2 		$2.39M Sell
224,774
-1,412
-0.6% -$14.7K 1.59% 16
2014
Q1 		$2.51M Sell
226,186
-7,182
-3% -$75.7K 1.71% 14
2013
Q4 		$2.31M Buy
+233,368
New +$2.25M 1.57% 17

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Peachtree Investment Advisors's RF Position: Q4 2018 in Review

Peachtree Investment Advisors reduced its Regions Financial (RF) stake by 6.8% in Q4 2018, selling an estimated $76.2K and leaving 65,378 shares worth $875K. The position accounts for 0.67% of the portfolio, ranked #31.

Peachtree Investment Advisors first reported a position in RF in Q4 2013 and has held it in 21 quarters since. The position peaked at $2.51M in Q1 2014. 721 funds tracked by Wall St. Rank hold RF as of Q4 2018.

  • Peachtree Investment Advisors held 65,378 shares of Regions Financial worth $875K as of Q4 2018.
  • Peachtree Investment Advisors sold 4,745 Regions Financial shares in Q4 2018, an estimated $76.2K.
  • Regions Financial made up 0.67% of Peachtree Investment Advisors's portfolio in Q4 2018, its #31 holding.
  • Peachtree Investment Advisors first reported a position in Regions Financial in Q4 2013 and has held it in 21 quarters since.
  • Peachtree Investment Advisors's Regions Financial position peaked at $2.51M in Q1 2014.
  • 721 funds tracked by Wall St. Rank held Regions Financial as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.