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Squar Milner Financial Services’s Regions Financial RF Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-280
Closed -$3K – 867
2019
Q1 		$3K Hold
280
– – ﹤0.01% 742
2018
Q4 		$4K Hold
280
– – ﹤0.01% 609
2018
Q3 		$5K Hold
280
– – ﹤0.01% 614
2018
Q2 		$5K Buy
+280
New +$5.24K ﹤0.01% 707

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Squar Milner Financial Services's RF Position: Q2 2019 in Review

Squar Milner Financial Services sold out of Regions Financial (RF) in Q2 2019, closing a stake of 280 shares — an estimated $3K sold.

Squar Milner Financial Services first reported a position in RF in Q2 2018 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 699 funds tracked by Wall St. Rank hold RF as of Q2 2019.

  • Squar Milner Financial Services reported no remaining Regions Financial position as of Q2 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 280 Regions Financial shares in Q2 2019, an estimated $3K.
  • Squar Milner Financial Services first reported a position in Regions Financial in Q2 2018 and held it in 4 quarters.
  • Squar Milner Financial Services's Regions Financial position peaked at $5K in Q3 2018.
  • 699 funds tracked by Wall St. Rank held Regions Financial as of Q2 2019.

Based on Squar Milner Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.