WRF
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Waddell & Reed Financial’s Regions Financial RF Stock Holding History

Waddell & Reed Financial’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
Q2 		– Sell
-26,313
Closed -$372K – 510
2019
Q1 		$372K Buy
26,313
+2,493
+10% +$38.2K ﹤0.01% 478
2018
Q4 		$319K Buy
23,820
+1,271
+6% +$20.4K ﹤0.01% 481
2018
Q3 		$414K Buy
+22,549
New +$424K ﹤0.01% 539
2015
Q2 		– Sell
-3,903,300
Closed -$36.9M – 606
2015
Q1 		$36.9M Buy
+3,903,300
New +$36.9M 0.05% 260

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Waddell & Reed Financial's RF Position: Q2 2019 in Review

Waddell & Reed Financial sold out of Regions Financial (RF) in Q2 2019, closing a stake of 26,313 shares — an estimated $372K sold.

Waddell & Reed Financial first reported a position in RF in Q1 2015 and held it in 4 quarters. The position peaked at $36.9M in Q1 2015. 699 funds tracked by Wall St. Rank hold RF as of Q2 2019.

  • Waddell & Reed Financial reported no remaining Regions Financial position as of Q2 2019 after selling out during the quarter.
  • Waddell & Reed Financial sold 26,313 Regions Financial shares in Q2 2019, an estimated $372K.
  • Waddell & Reed Financial first reported a position in Regions Financial in Q1 2015 and held it in 4 quarters.
  • Waddell & Reed Financial's Regions Financial position peaked at $36.9M in Q1 2015.
  • 699 funds tracked by Wall St. Rank held Regions Financial as of Q2 2019.

Based on Waddell & Reed Financial's 13F filing for Q2 2019, filed 14 Aug 2019.