Pier 88 Investment Partners’s Regions Financial RF Stock Holding History

Pier 88 Investment 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 Q2	–	Sell	-25,952	Closed	-$482K	–	107
2018 Q1	$482K	Sell	25,952 -965	-4%	-$18.3K	0.23%	58
2017 Q4	$465K	Sell	26,917 -2,495	-8%	-$39.9K	0.17%	73
2017 Q3	$448K	Hold	29,412	–	–	0.17%	60
2017 Q2	$431K	Buy	29,412 +2,300	+8%	+$32.4K	0.18%	57
2017 Q1	$394K	Buy	27,112 +2,712	+11%	+$40K	0.16%	65
2016 Q4	$350K	Buy	+24,400	New	+$302K	0.2%	82

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

Pier 88 Investment Partners's RF Position: Q2 2018 in Review

Pier 88 Investment Partners sold out of Regions Financial (RF) in Q2 2018, closing a stake of 25,952 shares — an estimated $482K sold.

Pier 88 Investment Partners first reported a position in RF in Q4 2016 and held it in 6 quarters. The position peaked at $482K in Q1 2018. 712 funds tracked by Wall St. Rank hold RF as of Q2 2018.

Pier 88 Investment Partners reported no remaining Regions Financial position as of Q2 2018 after selling out during the quarter.
Pier 88 Investment Partners sold 25,952 Regions Financial shares in Q2 2018, an estimated $482K.
Pier 88 Investment Partners first reported a position in Regions Financial in Q4 2016 and held it in 6 quarters.
Pier 88 Investment Partners's Regions Financial position peaked at $482K in Q1 2018.
712 funds tracked by Wall St. Rank held Regions Financial as of Q2 2018.

Based on Pier 88 Investment Partners's 13F filing for Q2 2018, filed 25 Jul 2018.