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Waratah Capital Advisors’s Regions Financial RF Stock Holding History

Waratah Capital 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
Q3 		– Sell
-15,125
Closed -$269K – 174
2018
Q2 		$269K Buy
+15,125
New +$283K 0.03% 129
2017
Q4 		– Sell
-67,965
Closed -$1.03M – 143
2017
Q3 		$1.03M Sell
67,965
-73,448
-52% -$1.06M 0.13% 84
2017
Q2 		$2.07M Buy
141,413
+53,953
+62% +$759K 0.29% 66
2017
Q1 		$1.27M Buy
+87,460
New +$1.29M 0.17% 90

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Waratah Capital Advisors's RF Position: Q3 2018 in Review

Waratah Capital Advisors sold out of Regions Financial (RF) in Q3 2018, closing a stake of 15,125 shares — an estimated $269K sold.

Waratah Capital Advisors first reported a position in RF in Q1 2017 and held it in 4 quarters. The position peaked at $2.07M in Q2 2017. 704 funds tracked by Wall St. Rank hold RF as of Q3 2018.

  • Waratah Capital Advisors reported no remaining Regions Financial position as of Q3 2018 after selling out during the quarter.
  • Waratah Capital Advisors sold 15,125 Regions Financial shares in Q3 2018, an estimated $269K.
  • Waratah Capital Advisors first reported a position in Regions Financial in Q1 2017 and held it in 4 quarters.
  • Waratah Capital Advisors's Regions Financial position peaked at $2.07M in Q2 2017.
  • 704 funds tracked by Wall St. Rank held Regions Financial as of Q3 2018.

Based on Waratah Capital Advisors's 13F filing for Q3 2018, filed 26 Oct 2018.