Regions Financial Corp’s LPL Financial LPLA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-311	Closed	-$22K	–	1332
2019 Q1	$22K	Hold	311	–	–	﹤0.01%	1334
2018 Q4	$19K	Hold	311	–	–	﹤0.01%	1369
2018 Q3	$20K	Hold	311	–	–	﹤0.01%	1458
2018 Q2	$20K	Sell	311 -43	-12%	-$2.83K	﹤0.01%	1459
2018 Q1	$22K	Sell	354 -98	-22%	-$6.07K	﹤0.01%	1442
2017 Q4	$26K	Buy	+452	New	+$23.8K	﹤0.01%	1426

Other funds holding LPLA

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Regions Financial Corp sold out of LPL Financial (LPLA) in Q2 2019, closing a stake of 311 shares — an estimated $22K sold.

Regions Financial Corp first reported a position in LPLA in Q4 2017 and held it in 6 quarters. The position peaked at $26K in Q4 2017. 321 funds tracked by Wall St. Rank hold LPLA as of Q2 2019.

Regions Financial Corp reported no remaining LPL Financial position as of Q2 2019 after selling out during the quarter.
Regions Financial Corp sold 311 LPL Financial shares in Q2 2019, an estimated $22K.
Regions Financial Corp first reported a position in LPL Financial in Q4 2017 and held it in 6 quarters.
Regions Financial Corp's LPL Financial position peaked at $26K in Q4 2017.
321 funds tracked by Wall St. Rank held LPL Financial as of Q2 2019.

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