WI
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Welch Investments’s Regions Financial RF Stock Holding History

Welch Investments’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
2017
Q4 		$120K Buy
+6,942
New +$111K 0.08% 48

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Welch Investments's RF Position: Q4 2017 in Review

Welch Investments opened a new position in Regions Financial (RF) in Q4 2017: 6,942 shares worth $120K. The stake represents 0.08% of the portfolio and ranks #48 among its holdings.

704 funds tracked by Wall St. Rank hold RF as of Q4 2017.

  • Welch Investments held 6,942 shares of Regions Financial worth $120K as of Q4 2017.
  • Regions Financial was a new Welch Investments position in Q4 2017.
  • Regions Financial made up 0.08% of Welch Investments's portfolio in Q4 2017, its #48 holding.
  • 704 funds tracked by Wall St. Rank held Regions Financial as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.