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RWA Wealth Partners’s Regions Financial RF Stock Holding History

RWA Wealth Partners’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
Q3 		– Sell
-3,000
Closed -$53K – 595
2018
Q2 		$53K Buy
3,000
+1,000
+50% +$18.7K 0.01% 396
2018
Q1 		$37K Buy
+2,000
New +$37.9K ﹤0.01% 369

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RWA Wealth Partners's RF Position: Q3 2018 in Review

RWA Wealth Partners sold out of Regions Financial (RF) in Q3 2018, closing a stake of 3,000 shares — an estimated $53K sold.

RWA Wealth Partners first reported a position in RF in Q1 2018 and held it in 2 quarters. The position peaked at $53K in Q2 2018. 704 funds tracked by Wall St. Rank hold RF as of Q3 2018.

  • RWA Wealth Partners reported no remaining Regions Financial position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 3,000 Regions Financial shares in Q3 2018, an estimated $53K.
  • RWA Wealth Partners first reported a position in Regions Financial in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's Regions Financial position peaked at $53K in Q2 2018.
  • 704 funds tracked by Wall St. Rank held Regions Financial as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.