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TRUE Private Wealth Advisors’s Regions Financial RF Stock Holding History

TRUE Private Wealth Advisors’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
Q4 		– Sell
-2,597
Closed -$48K – 760
2018
Q3 		$48K Buy
+2,597
New +$48.9K 0.01% 469

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TRUE Private Wealth Advisors's RF Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Regions Financial (RF) in Q4 2018, closing a stake of 2,597 shares — an estimated $48K sold.

TRUE Private Wealth Advisors first reported a position in RF in Q3 2018 and held it in 1 quarter. The position peaked at $48K in Q3 2018. 721 funds tracked by Wall St. Rank hold RF as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Regions Financial position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 2,597 Regions Financial shares in Q4 2018, an estimated $48K.
  • TRUE Private Wealth Advisors first reported a position in Regions Financial in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Regions Financial position peaked at $48K in Q3 2018.
  • 721 funds tracked by Wall St. Rank held Regions Financial as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.