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Regions Financial Corp’s Davis Select Financial ETF DFNL Stock Holding History

Regions Financial Corp’s Portfolio DFNL Stock Details DFNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-300
Closed -$7K – 2106
2018
Q1 		$7K Hold
300
– – ﹤0.01% 1697
2017
Q4 		$7K Buy
+300
New +$7.01K ﹤0.01% 1743

Other funds holding DFNL

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VFPI
Vantage Financial Partners (Illinois) Arlington Heights, Illinois $402M AUM 12.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Regions Financial Corp's DFNL Position: Q2 2018 in Review

Regions Financial Corp sold out of Davis Select Financial ETF (DFNL) in Q2 2018, closing a stake of 300 shares — an estimated $7K sold.

Regions Financial Corp first reported a position in DFNL in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 34 funds tracked by Wall St. Rank hold DFNL as of Q2 2018.

  • Regions Financial Corp reported no remaining Davis Select Financial ETF position as of Q2 2018 after selling out during the quarter.
  • Regions Financial Corp sold 300 Davis Select Financial ETF shares in Q2 2018, an estimated $7K.
  • Regions Financial Corp first reported a position in Davis Select Financial ETF in Q4 2017 and held it in 2 quarters.
  • Regions Financial Corp's Davis Select Financial ETF position peaked at $7K in Q1 2018.
  • 34 funds tracked by Wall St. Rank held Davis Select Financial ETF as of Q2 2018.

Based on Regions Financial Corp's 13F filing for Q2 2018, filed 26 Jul 2018.