Regions Financial Corp’s Summit Midstream SMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-67	Closed	-$10K	–	1756
2019 Q1	$10K	Hold	67	–	–	﹤0.01%	1543
2018 Q4	$10K	Hold	67	–	–	﹤0.01%	1522
2018 Q3	$14K	Hold	67	–	–	﹤0.01%	1556
2018 Q2	$15K	Hold	67	–	–	﹤0.01%	1548
2018 Q1	$14K	Hold	67	–	–	﹤0.01%	1566
2017 Q4	$21K	Buy	+67	New	+$20.3K	﹤0.01%	1495

Other funds holding SMC

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

WFI

West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Regions Financial Corp sold out of Summit Midstream (SMC) in Q2 2019, closing a stake of 67 shares — an estimated $10K sold.

Regions Financial Corp first reported a position in SMC in Q4 2017 and held it in 6 quarters. The position peaked at $21K in Q4 2017. 53 funds tracked by Wall St. Rank hold SMC as of Q2 2019.

Regions Financial Corp reported no remaining Summit Midstream position as of Q2 2019 after selling out during the quarter.
Regions Financial Corp sold 67 Summit Midstream shares in Q2 2019, an estimated $10K.
Regions Financial Corp first reported a position in Summit Midstream in Q4 2017 and held it in 6 quarters.
Regions Financial Corp's Summit Midstream position peaked at $21K in Q4 2017.
53 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2019.

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