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Traynor Capital Management’s Regions Financial RF Stock Holding History

Traynor Capital Management’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
Q3 		– Sell
-14,885
Closed -$154K – 139
2015
Q2 		$154K Sell
14,885
-2,422
-14% -$24.4K 0.13% 128
2015
Q1 		$163K Sell
17,307
-12,777
-42% -$121K 0.16% 113
2014
Q4 		$317K Buy
+30,084
New +$300K 0.37% 67

Other funds holding RF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Traynor Capital Management's RF Position: Q3 2015 in Review

Traynor Capital Management sold out of Regions Financial (RF) in Q3 2015, closing a stake of 14,885 shares — an estimated $154K sold.

Traynor Capital Management first reported a position in RF in Q4 2014 and held it in 3 quarters. The position peaked at $317K in Q4 2014. 562 funds tracked by Wall St. Rank hold RF as of Q3 2015.

  • Traynor Capital Management reported no remaining Regions Financial position as of Q3 2015 after selling out during the quarter.
  • Traynor Capital Management sold 14,885 Regions Financial shares in Q3 2015, an estimated $154K.
  • Traynor Capital Management first reported a position in Regions Financial in Q4 2014 and held it in 3 quarters.
  • Traynor Capital Management's Regions Financial position peaked at $317K in Q4 2014.
  • 562 funds tracked by Wall St. Rank held Regions Financial as of Q3 2015.

Based on Traynor Capital Management's 13F filing for Q3 2015, filed 23 Feb 2016.