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Sippican Capital Advisors’s Regions Financial RF Stock Holding History

Sippican Capital Advisors’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
2015
Q2 		– Sell
-20,040
Closed -$189K – 106
2015
Q1 		$189K Sell
20,040
-19,200
-49% -$182K 0.19% 104
2014
Q4 		$414K Hold
39,240
– – 0.41% 76
2014
Q3 		$394K Buy
+39,240
New +$401K 0.4% 77

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Sippican Capital Advisors's RF Position: Q2 2015 in Review

Sippican Capital Advisors sold out of Regions Financial (RF) in Q2 2015, closing a stake of 20,040 shares — an estimated $189K sold.

Sippican Capital Advisors first reported a position in RF in Q3 2014 and held it in 3 quarters. The position peaked at $414K in Q4 2014. 564 funds tracked by Wall St. Rank hold RF as of Q2 2015.

  • Sippican Capital Advisors reported no remaining Regions Financial position as of Q2 2015 after selling out during the quarter.
  • Sippican Capital Advisors sold 20,040 Regions Financial shares in Q2 2015, an estimated $189K.
  • Sippican Capital Advisors first reported a position in Regions Financial in Q3 2014 and held it in 3 quarters.
  • Sippican Capital Advisors's Regions Financial position peaked at $414K in Q4 2014.
  • 564 funds tracked by Wall St. Rank held Regions Financial as of Q2 2015.

Based on Sippican Capital Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.