Westfield Capital Management
RF icon

Westfield Capital Management’s Regions Financial RF Stock Holding History

Westfield 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
2015
Q1 		– Sell
-2,746,710
Closed -$29M – 326
2014
Q4 		$29M Sell
2,746,710
-78,990
-3% -$789K 0.17% 162
2014
Q3 		$28.4M Sell
2,825,700
-9,310
-0.3% -$95K 0.17% 165
2014
Q2 		$30.1M Sell
2,835,010
-145,010
-5% -$1.51M 0.18% 162
2014
Q1 		$33.1M Sell
2,980,020
-25,980
-0.9% -$274K 0.2% 156
2013
Q4 		$29.7M Buy
+3,006,000
New +$28.9M 0.18% 169

Other funds holding RF

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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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Westfield Capital Management's RF Position: Q1 2015 in Review

Westfield Capital Management sold out of Regions Financial (RF) in Q1 2015, closing a stake of 2,746,710 shares — an estimated $29M sold.

Westfield Capital Management first reported a position in RF in Q4 2013 and held it in 5 quarters. The position peaked at $33.1M in Q1 2014. 566 funds tracked by Wall St. Rank hold RF as of Q1 2015.

  • Westfield Capital Management reported no remaining Regions Financial position as of Q1 2015 after selling out during the quarter.
  • Westfield Capital Management sold 2,746,710 Regions Financial shares in Q1 2015, an estimated $29M.
  • Westfield Capital Management first reported a position in Regions Financial in Q4 2013 and held it in 5 quarters.
  • Westfield Capital Management's Regions Financial position peaked at $33.1M in Q1 2014.
  • 566 funds tracked by Wall St. Rank held Regions Financial as of Q1 2015.

Based on Westfield Capital Management's 13F filing for Q1 2015, filed 13 May 2015.