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Triangle Securities Wealth Management’s Regions Financial RF Stock Holding History

Triangle Securities Wealth 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
2013
Q3 		– Sell
-1,000
Closed -$10K – 320
2013
Q2 		$10K Buy
+1,000
New +$8.71K 0.01% 454

Other funds holding RF

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Triangle Securities Wealth Management's RF Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Regions Financial (RF) in Q3 2013, closing a stake of 1,000 shares — an estimated $10K sold.

Triangle Securities Wealth Management first reported a position in RF in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 524 funds tracked by Wall St. Rank hold RF as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Regions Financial position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 1,000 Regions Financial shares in Q3 2013, an estimated $10K.
  • Triangle Securities Wealth Management first reported a position in Regions Financial in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Regions Financial position peaked at $10K in Q2 2013.
  • 524 funds tracked by Wall St. Rank held Regions Financial as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.