RFM
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Royal Fund Management’s Regions Financial RF Stock Holding History

Royal Fund Management’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,095
Closed -$20K – 621
2018
Q1 		$20K Hold
1,095
– – 0.01% 280
2017
Q4 		$18K Hold
1,095
– – 0.01% 302
2017
Q3 		$16K Sell
1,095
-139
-11% -$2K 0.01% 268
2017
Q2 		$18K Buy
1,234
+139
+13% +$1.96K 0.01% 229
2017
Q1 		$15K Hold
1,095
– – 0.01% 241
2016
Q4 		$15K Buy
+1,095
New +$13.5K 0.01% 223

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Fund Management's RF Position: Q2 2018 in Review

Royal Fund Management sold out of Regions Financial (RF) in Q2 2018, closing a stake of 1,095 shares — an estimated $20K sold.

Royal Fund Management first reported a position in RF in Q4 2016 and held it in 6 quarters. The position peaked at $20K in Q1 2018. 712 funds tracked by Wall St. Rank hold RF as of Q2 2018.

  • Royal Fund Management reported no remaining Regions Financial position as of Q2 2018 after selling out during the quarter.
  • Royal Fund Management sold 1,095 Regions Financial shares in Q2 2018, an estimated $20K.
  • Royal Fund Management first reported a position in Regions Financial in Q4 2016 and held it in 6 quarters.
  • Royal Fund Management's Regions Financial position peaked at $20K in Q1 2018.
  • 712 funds tracked by Wall St. Rank held Regions Financial as of Q2 2018.

Based on Royal Fund Management's 13F filing for Q2 2018, filed 7 May 2020.