SWS Partners’s Regions Financial RF Stock Holding History

SWS Partners’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 Q2	–	Sell	-116,569	Closed	-$1.05M	–	99
2020 Q1	$1.05M	Buy	+116,569	New	+$1.63M	0.75%	48
2019 Q3	$1.73M	Sell	104,183 -5,490	-5%	-$83K	1.02%	35
2019 Q2	$1.62M	Buy	+109,673	New	+$1.62M	1.03%	33
2018 Q2	–	Sell	-3,800	Closed	-$69K	–	263
2018 Q1	$69K	Hold	3,800	–	–	0.05%	119
2017 Q4	$66K	Buy	+3,800	New	+$60.8K	0.05%	117

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SWS Partners's RF Position: Q2 2020 in Review

SWS Partners sold out of Regions Financial (RF) in Q2 2020, closing a stake of 116,569 shares — an estimated $1.05M sold.

SWS Partners first reported a position in RF in Q4 2017 and held it in 5 quarters. The position peaked at $1.73M in Q3 2019. 680 funds tracked by Wall St. Rank hold RF as of Q2 2020.

SWS Partners reported no remaining Regions Financial position as of Q2 2020 after selling out during the quarter.
SWS Partners sold 116,569 Regions Financial shares in Q2 2020, an estimated $1.05M.
SWS Partners first reported a position in Regions Financial in Q4 2017 and held it in 5 quarters.
SWS Partners's Regions Financial position peaked at $1.73M in Q3 2019.
680 funds tracked by Wall St. Rank held Regions Financial as of Q2 2020.

Based on SWS Partners's 13F filing for Q2 2020, filed 13 Aug 2020.