Regions Financial Corp’s ProShares Large Cap Core Plus CSM Stock Holding History

Regions Financial Corp’s Portfolio CSM Stock Details CSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-3,558	Closed	-$122K	–	1006
2019 Q1	$122K	Buy	3,558 +682	+24%	+$22.6K	﹤0.01%	920
2018 Q4	$87K	Hold	2,876	–	–	﹤0.01%	999
2018 Q3	$104K	Sell	2,876 -500	-15%	-$17.7K	﹤0.01%	1023
2018 Q2	$114K	Buy	3,376 +500	+17%	+$16.9K	﹤0.01%	988
2018 Q1	$96K	Hold	2,876	–	–	﹤0.01%	1049
2017 Q4	$96K	Buy	+2,876	New	+$93.1K	﹤0.01%	1061

Other funds holding CSM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

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

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

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Regions Financial Corp's CSM Position: Q2 2019 in Review

Regions Financial Corp sold out of ProShares Large Cap Core Plus (CSM) in Q2 2019, closing a stake of 3,558 shares — an estimated $122K sold.

Regions Financial Corp first reported a position in CSM in Q4 2017 and held it in 6 quarters. The position peaked at $122K in Q1 2019. 87 funds tracked by Wall St. Rank hold CSM as of Q2 2019.

Regions Financial Corp reported no remaining ProShares Large Cap Core Plus position as of Q2 2019 after selling out during the quarter.
Regions Financial Corp sold 3,558 ProShares Large Cap Core Plus shares in Q2 2019, an estimated $122K.
Regions Financial Corp first reported a position in ProShares Large Cap Core Plus in Q4 2017 and held it in 6 quarters.
Regions Financial Corp's ProShares Large Cap Core Plus position peaked at $122K in Q1 2019.
87 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2019.

Based on Regions Financial Corp's 13F filing for Q2 2019, filed 19 Jul 2019.