RFC
EFOR

Regions Financial Corp’s Everforth Inc EFOR Stock Holding History

Regions Financial Corp’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,630
Closed -$329K – 811
2019
Q4 		$329K Buy
+4,630
New +$302K ﹤0.01% 646
2019
Q3 		– Sell
-3,480
Closed -$210K – 812
2019
Q2 		$210K Sell
3,480
-176
-5% -$10.6K ﹤0.01% 776
2019
Q1 		$233K Sell
3,656
-689
-16% -$43.1K ﹤0.01% 742
2018
Q4 		$237K Sell
4,345
-116
-3% -$7.56K ﹤0.01% 712
2018
Q3 		$352K Buy
+4,461
New +$385K ﹤0.01% 663
2018
Q2 		– Sell
-5,548
Closed -$454K – 2076
2018
Q1 		$454K Sell
5,548
-1,725
-24% -$129K 0.01% 595
2017
Q4 		$467K Sell
7,273
-5,629
-44% -$341K 0.01% 608
2017
Q3 		$693K Buy
12,902
+1,985
+18% +$99.3K 0.01% 536
2017
Q2 		$592K Buy
+10,917
New +$561K 0.01% 596
2014
Q4 		– Sell
-24,887
Closed -$668K – 937
2014
Q3 		$668K Sell
24,887
-8,524
-26% -$264K 0.01% 706
2014
Q2 		$1.19M Sell
33,411
-1,052
-3% -$37.7K 0.01% 541
2014
Q1 		$1.33M Sell
34,463
-1,820
-5% -$61K 0.02% 496
2013
Q4 		$1.27M Sell
36,283
-472
-1% -$15.7K 0.02% 488
2013
Q3 		$1.21M Buy
36,755
+4,911
+15% +$152K 0.02% 475
2013
Q2 		$851K Buy
+31,844
New +$802K 0.01% 560

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Regions Financial Corp's EFOR Position: Q1 2020 in Review

Regions Financial Corp sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 4,630 shares — an estimated $329K sold.

Regions Financial Corp first reported a position in EFOR in Q2 2013 and held it in 15 quarters. The position peaked at $1.33M in Q1 2014. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

  • Regions Financial Corp reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
  • Regions Financial Corp sold 4,630 Everforth Inc shares in Q1 2020, an estimated $329K.
  • Regions Financial Corp first reported a position in Everforth Inc in Q2 2013 and held it in 15 quarters.
  • Regions Financial Corp's Everforth Inc position peaked at $1.33M in Q1 2014.
  • 243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on Regions Financial Corp's 13F filing for Q1 2020, filed 29 Apr 2020.