WealthTrust-Arizona’s Regions Financial RF Stock Holding History

WealthTrust-Arizona’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 Q4	$8K	Hold	561	–	–	﹤0.01%	413
2018 Q3	$10K	Hold	561	–	–	﹤0.01%	407
2018 Q2	$10K	Hold	561	–	–	0.01%	396
2018 Q1	$10K	Sell	561 -23	-4%	-$436	0.01%	399
2017 Q4	$10K	Hold	584	–	–	﹤0.01%	401
2017 Q3	$9K	Hold	584	–	–	﹤0.01%	422
2017 Q2	$9K	Hold	584	–	–	﹤0.01%	409
2017 Q1	$8K	Hold	584	–	–	﹤0.01%	422
2016 Q4	$8K	Sell	584 -107	-15%	-$1.32K	﹤0.01%	420
2016 Q3	$7K	Hold	691	–	–	﹤0.01%	432
2016 Q2	$6K	Hold	691	–	–	﹤0.01%	443
2016 Q1	$5K	Hold	691	–	–	﹤0.01%	463
2015 Q4	$7K	Hold	691	–	–	﹤0.01%	436
2015 Q3	$6K	Hold	691	–	–	﹤0.01%	449
2015 Q2	$7K	Hold	691	–	–	﹤0.01%	456
2015 Q1	$7K	Hold	691	–	–	﹤0.01%	471
2014 Q4	$7K	Sell	691 -1,371	-66%	-$13.7K	0.01%	448
2014 Q3	$21K	Hold	2,062	–	–	0.02%	274
2014 Q2	$22K	Sell	2,062 -130	-6%	-$1.35K	0.02%	267
2014 Q1	$24K	Hold	2,192	–	–	0.03%	263
2013 Q4	$22K	Sell	2,192 -85	-4%	-$819	0.03%	259
2013 Q3	$21K	Sell	2,277 -59	-3%	-$578	0.03%	237
2013 Q2	$22K	Buy	+2,336	New	+$20.3K	0.03%	218

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

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

Norges Bank Oslo, Norway $935B AUM

WealthTrust-Arizona's RF Position: Q4 2018 in Review

WealthTrust-Arizona held its Regions Financial (RF) position steady in Q4 2018 at 561 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

WealthTrust-Arizona first reported a position in RF in Q2 2013 and has held it in 23 quarters since. The position peaked at $24K in Q1 2014. 721 funds tracked by Wall St. Rank hold RF as of Q4 2018.

WealthTrust-Arizona held 561 shares of Regions Financial worth $8K as of Q4 2018.
WealthTrust-Arizona left its Regions Financial share count unchanged in Q4 2018.
Regions Financial made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #413 holding.
WealthTrust-Arizona first reported a position in Regions Financial in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's Regions Financial position peaked at $24K in Q1 2014.
721 funds tracked by Wall St. Rank held Regions Financial as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.