Proficio Capital Partners’s Regions Financial RF Stock Holding History

Proficio Capital 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
2019 Q3	–	Sell	-2,997	Closed	-$45K	–	1211
2019 Q2	$45K	Buy	2,997 +2,101	+234%	+$31K	0.02%	414
2019 Q1	$13K	Buy	896 +125	+16%	+$1.92K	﹤0.01%	809
2018 Q4	$10K	Buy	771 +266	+53%	+$4.27K	﹤0.01%	741
2018 Q3	$9K	Buy	505 +113	+29%	+$2.13K	﹤0.01%	836
2018 Q2	$7K	Hold	392	–	–	﹤0.01%	921
2018 Q1	$7K	Hold	392	–	–	﹤0.01%	936
2017 Q4	$7K	Buy	392 +76	+24%	+$1.22K	﹤0.01%	905
2017 Q3	$5K	Hold	316	–	–	﹤0.01%	962
2017 Q2	$5K	Sell	316 -58	-16%	-$816	﹤0.01%	967
2017 Q1	$5K	Buy	+374	New	+$5.52K	﹤0.01%	995
2016 Q2	–	Sell	-595	Closed	-$5K	–	1149
2016 Q1	$5K	Buy	595 +460	+341%	+$3.7K	﹤0.01%	531
2015 Q4	$1K	Buy	+135	New	+$1.29K	﹤0.01%	804

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Proficio Capital Partners's RF Position: Q3 2019 in Review

Proficio Capital Partners sold out of Regions Financial (RF) in Q3 2019, closing a stake of 2,997 shares — an estimated $45K sold.

Proficio Capital Partners first reported a position in RF in Q4 2015 and held it in 12 quarters. The position peaked at $45K in Q2 2019. 696 funds tracked by Wall St. Rank hold RF as of Q3 2019.

Proficio Capital Partners reported no remaining Regions Financial position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 2,997 Regions Financial shares in Q3 2019, an estimated $45K.
Proficio Capital Partners first reported a position in Regions Financial in Q4 2015 and held it in 12 quarters.
Proficio Capital Partners's Regions Financial position peaked at $45K in Q2 2019.
696 funds tracked by Wall St. Rank held Regions Financial as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.