Princeton Capital Management’s Regions Financial RF Stock Holding History

Princeton Capital Management’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	–	Sell	-18,005	Closed	-$330K	–	264
2018 Q3	$330K	Sell	18,005 -10,000	-36%	-$188K	0.14%	76
2018 Q2	$498K	Buy	28,005 +8,575	+44%	+$161K	0.22%	64
2018 Q1	$361K	Hold	19,430	–	–	0.16%	72
2017 Q4	$336K	Buy	+19,430	New	+$311K	0.15%	75
2016 Q4	$144K	Buy	+10,000	New	+$124K	0.21%	77

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Princeton Capital Management's RF Position: Q4 2018 in Review

Princeton Capital Management sold out of Regions Financial (RF) in Q4 2018, closing a stake of 18,005 shares — an estimated $330K sold.

Princeton Capital Management first reported a position in RF in Q4 2016 and held it in 5 quarters. The position peaked at $498K in Q2 2018. 721 funds tracked by Wall St. Rank hold RF as of Q4 2018.

Princeton Capital Management reported no remaining Regions Financial position as of Q4 2018 after selling out during the quarter.
Princeton Capital Management sold 18,005 Regions Financial shares in Q4 2018, an estimated $330K.
Princeton Capital Management first reported a position in Regions Financial in Q4 2016 and held it in 5 quarters.
Princeton Capital Management's Regions Financial position peaked at $498K in Q2 2018.
721 funds tracked by Wall St. Rank held Regions Financial as of Q4 2018.

Based on Princeton Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.