Wealthcare Capital Management’s Regions Financial RF Stock Holding History

Wealthcare Capital Management’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
2020 Q1	–	Sell	-130	Closed	-$2K	–	555
2019 Q4	$2K	Buy	+130	New	+$2.14K	﹤0.01%	542
2015 Q4	–	Sell	-200	Closed	-$2K	–	250
2015 Q3	$2K	Sell	200 -1,335	-87%	-$13.2K	﹤0.01%	213
2015 Q2	$16K	Sell	1,535 -3,188	-67%	-$32.1K	﹤0.01%	169
2015 Q1	$45K	Buy	4,723 +4,523	+2,262%	+$42.8K	0.01%	271
2014 Q4	$2K	Hold	200	–	–	﹤0.01%	173
2014 Q3	$2K	Hold	200	–	–	﹤0.01%	238
2014 Q2	$2K	Hold	200	–	–	﹤0.01%	164
2014 Q1	$2K	Hold	200	–	–	﹤0.01%	156
2013 Q4	$2K	Hold	200	–	–	﹤0.01%	110
2013 Q3	$2K	Hold	200	–	–	﹤0.01%	110
2013 Q2	$2K	Buy	+200	New	+$1.74K	﹤0.01%	115

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Wealthcare Capital Management's RF Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Regions Financial (RF) in Q1 2020, closing a stake of 130 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in RF in Q2 2013 and held it in 11 quarters. The position peaked at $45K in Q1 2015. 688 funds tracked by Wall St. Rank hold RF as of Q1 2020.

Wealthcare Capital Management reported no remaining Regions Financial position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 130 Regions Financial shares in Q1 2020, an estimated $2K.
Wealthcare Capital Management first reported a position in Regions Financial in Q2 2013 and held it in 11 quarters.
Wealthcare Capital Management's Regions Financial position peaked at $45K in Q1 2015.
688 funds tracked by Wall St. Rank held Regions Financial as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.