Piershale Financial Group’s Regions Financial RF Stock Holding History

Piershale Financial Group’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
2016 Q4	–	Sell	-250	Closed	-$2K	–	109
2016 Q3	$2K	Hold	250	–	–	﹤0.01%	135
2016 Q2	$2K	Hold	250	–	–	﹤0.01%	126
2016 Q1	$2K	Hold	250	–	–	﹤0.01%	123
2015 Q4	$2K	Hold	250	–	–	﹤0.01%	175
2015 Q3	$2K	Buy	+250	New	+$2.47K	﹤0.01%	121
2015 Q2	–	Sell	-250	Closed	-$2K	–	137
2015 Q1	$2K	Buy	+250	New	+$2.36K	﹤0.01%	119

Other funds holding RF

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Piershale Financial Group's RF Position: Q4 2016 in Review

Piershale Financial Group sold out of Regions Financial (RF) in Q4 2016, closing a stake of 250 shares — an estimated $2K sold.

Piershale Financial Group first reported a position in RF in Q1 2015 and held it in 6 quarters. The position peaked at $2K in Q3 2016. 628 funds tracked by Wall St. Rank hold RF as of Q4 2016.

Piershale Financial Group reported no remaining Regions Financial position as of Q4 2016 after selling out during the quarter.
Piershale Financial Group sold 250 Regions Financial shares in Q4 2016, an estimated $2K.
Piershale Financial Group first reported a position in Regions Financial in Q1 2015 and held it in 6 quarters.
Piershale Financial Group's Regions Financial position peaked at $2K in Q3 2016.
628 funds tracked by Wall St. Rank held Regions Financial as of Q4 2016.

Based on Piershale Financial Group's 13F filing for Q4 2016, filed 18 Jan 2017.