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Santa Fe Partners’s Regions Financial RF Stock Holding History

Santa Fe 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
2016
Q1 		– Sell
-62,638
Closed -$601K – 252
2015
Q4 		$601K Sell
62,638
-91,203
-59% -$875K 0.1% 323
2015
Q3 		$1.39M Sell
153,841
-570
-0.4% -$5.63K 0.18% 234
2015
Q2 		$1.6M Buy
154,411
+44,185
+40% +$445K 0.22% 200
2015
Q1 		$1.04M Sell
110,226
-7,987
-7% -$75.5K 0.13% 299
2014
Q4 		$1.25M Buy
+118,213
New +$1.18M 0.16% 260
2014
Q2 		– Sell
-21,107
Closed -$234K – 579
2014
Q1 		$234K Sell
21,107
-26,790
-56% -$282K 0.03% 438
2013
Q4 		$474K Sell
47,897
-77,398
-62% -$745K 0.08% 345
2013
Q3 		$1.16M Buy
125,295
+106,842
+579% +$1.05M 0.22% 186
2013
Q2 		$176K Buy
+18,453
New +$161K 0.04% 476

Other funds holding RF

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Santa Fe Partners's RF Position: Q1 2016 in Review

Santa Fe Partners sold out of Regions Financial (RF) in Q1 2016, closing a stake of 62,638 shares — an estimated $601K sold.

Santa Fe Partners first reported a position in RF in Q2 2013 and held it in 9 quarters. The position peaked at $1.6M in Q2 2015. 567 funds tracked by Wall St. Rank hold RF as of Q1 2016.

  • Santa Fe Partners reported no remaining Regions Financial position as of Q1 2016 after selling out during the quarter.
  • Santa Fe Partners sold 62,638 Regions Financial shares in Q1 2016, an estimated $601K.
  • Santa Fe Partners first reported a position in Regions Financial in Q2 2013 and held it in 9 quarters.
  • Santa Fe Partners's Regions Financial position peaked at $1.6M in Q2 2015.
  • 567 funds tracked by Wall St. Rank held Regions Financial as of Q1 2016.

Based on Santa Fe Partners's 13F filing for Q1 2016.