BDO Wealth Advisors’s Regency Centers REG Stock Holding History

BDO Wealth Advisors’s Portfolio REG Stock Details REG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-466	Closed	-$29K	–	807
2019 Q4	$29K	Hold	466	–	–	0.01%	356
2019 Q3	$32K	Hold	466	–	–	0.01%	363
2019 Q2	$31K	Hold	466	–	–	0.01%	353
2019 Q1	$31K	Hold	466	–	–	0.01%	331
2018 Q4	$27K	Hold	466	–	–	0.01%	310
2018 Q3	$30K	Hold	466	–	–	0.01%	344
2018 Q2	$29K	Hold	466	–	–	0.01%	347
2018 Q1	$27K	Hold	466	–	–	0.01%	301
2017 Q4	$32K	Hold	466	–	–	0.01%	242
2017 Q3	$29K	Hold	466	–	–	0.01%	231
2017 Q2	$29K	Buy	+466	New	+$29.4K	0.01%	272

Other funds holding REG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BDO Wealth Advisors's REG Position: Q1 2020 in Review

BDO Wealth Advisors sold out of Regency Centers (REG) in Q1 2020, closing a stake of 466 shares — an estimated $29K sold.

BDO Wealth Advisors first reported a position in REG in Q2 2017 and held it in 11 quarters. The position peaked at $32K in Q3 2019. 359 funds tracked by Wall St. Rank hold REG as of Q1 2020.

BDO Wealth Advisors reported no remaining Regency Centers position as of Q1 2020 after selling out during the quarter.
BDO Wealth Advisors sold 466 Regency Centers shares in Q1 2020, an estimated $29K.
BDO Wealth Advisors first reported a position in Regency Centers in Q2 2017 and held it in 11 quarters.
BDO Wealth Advisors's Regency Centers position peaked at $32K in Q3 2019.
359 funds tracked by Wall St. Rank held Regency Centers as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.