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Sullivan, Bruyette, Speros & Blaney’s Regions Financial RF Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2018
Q2 		– Sell
-22,835
Closed -$424K – 172
2018
Q1 		$424K Buy
+22,835
New +$433K 0.04% 96

Other funds holding RF

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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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's RF Position: Q2 2018 in Review

Sullivan, Bruyette, Speros & Blaney sold out of Regions Financial (RF) in Q2 2018, closing a stake of 22,835 shares — an estimated $424K sold.

Sullivan, Bruyette, Speros & Blaney first reported a position in RF in Q1 2018 and held it in 1 quarter. The position peaked at $424K in Q1 2018. 713 funds tracked by Wall St. Rank hold RF as of Q2 2018.

  • Sullivan, Bruyette, Speros & Blaney reported no remaining Regions Financial position as of Q2 2018 after selling out during the quarter.
  • Sullivan, Bruyette, Speros & Blaney sold 22,835 Regions Financial shares in Q2 2018, an estimated $424K.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Regions Financial in Q1 2018 and held it in 1 quarter.
  • Sullivan, Bruyette, Speros & Blaney's Regions Financial position peaked at $424K in Q1 2018.
  • 713 funds tracked by Wall St. Rank held Regions Financial as of Q2 2018.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q2 2018, filed 10 Aug 2018.