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Wealthfront’s Regions Financial RF Stock Holding History

Wealthfront’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 		$2.33M Sell
127,246
-5,031
-4% -$94.7K 0.02% 107
2018
Q2 		$2.35M Sell
132,277
-9,877
-7% -$185K 0.02% 106
2018
Q1 		$2.64M Buy
142,154
+2,122
+2% +$40.2K 0.03% 105
2017
Q4 		$2.42M Sell
140,032
-23,087
-14% -$369K 0.03% 98
2017
Q3 		$2.48M Buy
163,119
+79,927
+96% +$1.15M 0.03% 90
2017
Q2 		$1.22M Buy
83,192
+54,136
+186% +$762K 0.02% 132
2017
Q1 		$422K Sell
29,056
-693
-2% -$10.2K 0.01% 262
2016
Q4 		$427K Buy
29,749
+4,073
+16% +$50.3K 0.01% 225
2016
Q3 		$253K Buy
25,676
+4,691
+22% +$43.9K 0.01% 315
2016
Q2 		$179K Buy
20,985
+6,526
+45% +$59.1K ﹤0.01% 346
2016
Q1 		$114K Sell
14,459
-2,932
-17% -$23.6K ﹤0.01% 332
2015
Q4 		$167K Buy
17,391
+900
+5% +$8.64K 0.01% 293
2015
Q3 		$149K Buy
16,491
+5,264
+47% +$52K 0.01% 332
2015
Q2 		$116K Buy
11,227
+2,052
+22% +$20.7K ﹤0.01% 373
2015
Q1 		$87K Buy
9,175
+778
+9% +$7.36K ﹤0.01% 410
2014
Q4 		$89K Buy
8,397
+3,732
+80% +$37.3K 0.01% 378
2014
Q3 		$47K Sell
4,665
-807
-15% -$8.24K ﹤0.01% 419
2014
Q2 		$60K Buy
5,472
+645
+13% +$6.72K 0.01% 333
2014
Q1 		$54K Buy
+4,827
New +$50.9K 0.01% 248

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

Wealthfront's RF Position: Q3 2018 in Review

Wealthfront reduced its Regions Financial (RF) stake by 3.8% in Q3 2018, selling an estimated $94.7K and leaving 127,246 shares worth $2.33M. The position accounts for 0.02% of the portfolio, ranked #107.

Wealthfront first reported a position in RF in Q1 2014 and has held it in 19 quarters since. The position peaked at $2.64M in Q1 2018. 705 funds tracked by Wall St. Rank hold RF as of Q3 2018.

  • Wealthfront held 127,246 shares of Regions Financial worth $2.33M as of Q3 2018.
  • Wealthfront sold 5,031 Regions Financial shares in Q3 2018, an estimated $94.7K.
  • Regions Financial made up 0.02% of Wealthfront's portfolio in Q3 2018, its #107 holding.
  • Wealthfront first reported a position in Regions Financial in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Regions Financial position peaked at $2.64M in Q1 2018.
  • 705 funds tracked by Wall St. Rank held Regions Financial as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.