SevenBridge Financial Group’s Regions Financial RF Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-1,400	Closed	-$21K	–	479
2019 Q2	$21K	Hold	1,400	–	–	0.01%	383
2019 Q1	$20K	Hold	1,400	–	–	0.01%	344
2018 Q4	$19K	Hold	1,400	–	–	0.01%	312
2018 Q3	$26K	Hold	1,400	–	–	0.01%	310
2018 Q2	$25K	Hold	1,400	–	–	0.01%	315
2018 Q1	$26K	Hold	1,400	–	–	0.01%	323
2017 Q4	$24K	Hold	1,400	–	–	0.01%	351
2017 Q3	$21K	Hold	1,400	–	–	0.01%	367
2017 Q2	$20K	Hold	1,400	–	–	0.01%	379
2017 Q1	$20K	Buy	+1,400	New	+$20.7K	0.01%	370

Other funds holding RF

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SevenBridge Financial Group's RF Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Regions Financial (RF) in Q3 2019, closing a stake of 1,400 shares — an estimated $21K sold.

SevenBridge Financial Group first reported a position in RF in Q1 2017 and held it in 10 quarters. The position peaked at $26K in Q3 2018. 696 funds tracked by Wall St. Rank hold RF as of Q3 2019.

SevenBridge Financial Group reported no remaining Regions Financial position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 1,400 Regions Financial shares in Q3 2019, an estimated $21K.
SevenBridge Financial Group first reported a position in Regions Financial in Q1 2017 and held it in 10 quarters.
SevenBridge Financial Group's Regions Financial position peaked at $26K in Q3 2018.
696 funds tracked by Wall St. Rank held Regions Financial as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.