WFG Advisors’s Regions Financial RF Stock Holding History

WFG Advisors’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 Q2	$46K	Hold	3,160	–	–	0.01%	718
2017 Q1	$46K	Hold	3,160	–	–	0.01%	679
2016 Q4	$45K	Sell	3,160 -105	-3%	-$1.3K	0.01%	735
2016 Q3	$32K	Sell	3,265 -5,925	-64%	-$55.5K	0.01%	822
2016 Q2	$78K	Sell	9,190 -4,999	-35%	-$45.3K	0.02%	567
2016 Q1	$111K	Hold	14,189	–	–	0.03%	448
2015 Q4	$136K	Buy	14,189 +5,327	+60%	+$51.1K	0.04%	390
2015 Q3	$80K	Sell	8,862 -649	-7%	-$6.41K	0.03%	511
2015 Q2	$99K	Hold	9,511	–	–	0.03%	531
2015 Q1	$90K	Buy	9,511 +2,761	+41%	+$26.1K	0.03%	566
2014 Q4	$71K	Sell	6,750 -14,626	-68%	-$146K	0.01%	754
2014 Q3	$215K	Sell	21,376 -6,495	-23%	-$66.3K	0.04%	429
2014 Q2	$296K	Sell	27,871 -9,707	-26%	-$101K	0.06%	356
2014 Q1	$417K	Sell	37,578 -24,113	-39%	-$254K	0.08%	273
2013 Q4	$610K	Sell	61,691 -38	-0.1%	-$366	0.09%	265
2013 Q3	$572K	Buy	61,729 +11	+0%	+$108	0.09%	258
2013 Q2	$588K	Buy	+61,718	New	+$538K	0.1%	237

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WFG Advisors's RF Position: Q2 2017 in Review

WFG Advisors held its Regions Financial (RF) position steady in Q2 2017 at 3,160 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #718.

WFG Advisors first reported a position in RF in Q2 2013 and has held it in 17 quarters since. The position peaked at $610K in Q4 2013. 645 funds tracked by Wall St. Rank hold RF as of Q2 2017.

WFG Advisors held 3,160 shares of Regions Financial worth $46K as of Q2 2017.
WFG Advisors left its Regions Financial share count unchanged in Q2 2017.
Regions Financial made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #718 holding.
WFG Advisors first reported a position in Regions Financial in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Regions Financial position peaked at $610K in Q4 2013.
645 funds tracked by Wall St. Rank held Regions Financial as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.