UR
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USCA RIA’s Regions Financial RF Stock Holding History

USCA RIA’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
Q4 		– Sell
-140,679
Closed -$2.23M – 483
2019
Q3 		$2.23M Buy
140,679
+1,245
+0.9% +$18.8K 0.22% 131
2019
Q2 		$2.08M Buy
+139,434
New +$2.06M 0.21% 138
2018
Q4 		– Sell
-57,375
Closed -$1.05M – 466
2018
Q3 		$1.05M Buy
+57,375
New +$1.08M 0.11% 219

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

USCA RIA's RF Position: Q4 2019 in Review

USCA RIA sold out of Regions Financial (RF) in Q4 2019, closing a stake of 140,679 shares — an estimated $2.23M sold.

USCA RIA first reported a position in RF in Q3 2018 and held it in 3 quarters. The position peaked at $2.23M in Q3 2019. 757 funds tracked by Wall St. Rank hold RF as of Q4 2019.

  • USCA RIA reported no remaining Regions Financial position as of Q4 2019 after selling out during the quarter.
  • USCA RIA sold 140,679 Regions Financial shares in Q4 2019, an estimated $2.23M.
  • USCA RIA first reported a position in Regions Financial in Q3 2018 and held it in 3 quarters.
  • USCA RIA's Regions Financial position peaked at $2.23M in Q3 2019.
  • 757 funds tracked by Wall St. Rank held Regions Financial as of Q4 2019.

Based on USCA RIA's 13F filing for Q4 2019, filed 27 Jan 2020.