TrueWealth LLC’s Regions Financial RF Stock Holding History

TrueWealth LLC’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	-51	Closed	-$1K	–	799
2018 Q3	$1K	Hold	51	–	–	﹤0.01%	791
2018 Q2	$1K	Hold	51	–	–	﹤0.01%	801
2018 Q1	$1K	Sell	51 -69	-58%	-$1.31K	﹤0.01%	768
2017 Q4	$2K	Buy	+120	New	+$1.92K	﹤0.01%	818

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

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

Norges Bank Oslo, Norway $935B AUM

TrueWealth LLC's RF Position: Q4 2018 in Review

TrueWealth LLC sold out of Regions Financial (RF) in Q4 2018, closing a stake of 51 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in RF in Q4 2017 and held it in 4 quarters. The position peaked at $2K in Q4 2017. 721 funds tracked by Wall St. Rank hold RF as of Q4 2018.

TrueWealth LLC reported no remaining Regions Financial position as of Q4 2018 after selling out during the quarter.
TrueWealth LLC sold 51 Regions Financial shares in Q4 2018, an estimated $1K.
TrueWealth LLC first reported a position in Regions Financial in Q4 2017 and held it in 4 quarters.
TrueWealth LLC's Regions Financial position peaked at $2K in Q4 2017.
721 funds tracked by Wall St. Rank held Regions Financial as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.