SPC
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Sigma Planning Corp’s Regions Financial RF Stock Holding History

Sigma Planning Corp’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
2020
Q3 		– Sell
-10,497
Closed -$117K – 1148
2020
Q2 		$117K Buy
+10,497
New +$112K 0.01% 990
2017
Q4 		– Sell
-10,040
Closed -$153K – 891
2017
Q3 		$153K Sell
10,040
-25,146
-71% -$362K 0.01% 797
2017
Q2 		$515K Buy
35,186
+2,017
+6% +$28.4K 0.05% 400
2017
Q1 		$482K Buy
33,169
+39
+0.1% +$575 0.05% 408
2016
Q4 		$476K Sell
33,130
-1,025
-3% -$12.7K 0.05% 362
2016
Q3 		$337K Sell
34,155
-566
-2% -$5.3K 0.04% 472
2016
Q2 		$295K Buy
34,721
+1,593
+5% +$14.4K 0.04% 483
2016
Q1 		$260K Sell
33,128
-1,880
-5% -$15.1K 0.04% 504
2015
Q4 		$336K Buy
35,008
+2,012
+6% +$19.3K 0.05% 416
2015
Q3 		$297K Buy
32,996
+3
+0% +$30 0.05% 435
2015
Q2 		$342K Buy
32,993
+519
+2% +$5.23K 0.05% 451
2015
Q1 		$307K Hold
32,474
– – 0.04% 513
2014
Q4 		$343K Buy
+32,474
New +$324K 0.05% 450

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sigma Planning Corp's RF Position: Q3 2020 in Review

Sigma Planning Corp sold out of Regions Financial (RF) in Q3 2020, closing a stake of 10,497 shares — an estimated $117K sold.

Sigma Planning Corp first reported a position in RF in Q4 2014 and held it in 13 quarters. The position peaked at $515K in Q2 2017. 648 funds tracked by Wall St. Rank hold RF as of Q3 2020.

  • Sigma Planning Corp reported no remaining Regions Financial position as of Q3 2020 after selling out during the quarter.
  • Sigma Planning Corp sold 10,497 Regions Financial shares in Q3 2020, an estimated $117K.
  • Sigma Planning Corp first reported a position in Regions Financial in Q4 2014 and held it in 13 quarters.
  • Sigma Planning Corp's Regions Financial position peaked at $515K in Q2 2017.
  • 648 funds tracked by Wall St. Rank held Regions Financial as of Q3 2020.

Based on Sigma Planning Corp's 13F filing for Q3 2020, filed 3 Nov 2020.