TWMP
RF icon

Taylor Wealth Management Partners’s Regions Financial RF Stock Holding History

Taylor Wealth Management 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
2019
Q1 		– Sell
-5,347
Closed -$72K – 102
2018
Q4 		$72K Hold
5,347
– – 0.04% 54
2018
Q3 		$98K Hold
5,347
– – 0.04% 63
2018
Q2 		$95K Buy
+5,347
New +$100K 0.04% 66

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
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
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

Taylor Wealth Management Partners's RF Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Regions Financial (RF) in Q1 2019, closing a stake of 5,347 shares — an estimated $72K sold.

Taylor Wealth Management Partners first reported a position in RF in Q2 2018 and held it in 3 quarters. The position peaked at $98K in Q3 2018. 720 funds tracked by Wall St. Rank hold RF as of Q1 2019.

  • Taylor Wealth Management Partners reported no remaining Regions Financial position as of Q1 2019 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 5,347 Regions Financial shares in Q1 2019, an estimated $72K.
  • Taylor Wealth Management Partners first reported a position in Regions Financial in Q2 2018 and held it in 3 quarters.
  • Taylor Wealth Management Partners's Regions Financial position peaked at $98K in Q3 2018.
  • 720 funds tracked by Wall St. Rank held Regions Financial as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.