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Beacon Pointe Wealth Advisors’s Regency Centers REG Stock Holding History

Beacon Pointe 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
2019
Q3 		– Sell
-6,850
Closed -$457K – 288
2019
Q2 		$457K Buy
6,850
+18
+0.3% +$1.21K 0.1% 165
2019
Q1 		$461K Buy
+6,832
New +$436K 0.11% 161

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Beacon Pointe Wealth Advisors's REG Position: Q3 2019 in Review

Beacon Pointe Wealth Advisors sold out of Regency Centers (REG) in Q3 2019, closing a stake of 6,850 shares — an estimated $457K sold.

Beacon Pointe Wealth Advisors first reported a position in REG in Q1 2019 and held it in 2 quarters. The position peaked at $461K in Q1 2019. 380 funds tracked by Wall St. Rank hold REG as of Q3 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Regency Centers position as of Q3 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 6,850 Regency Centers shares in Q3 2019, an estimated $457K.
  • Beacon Pointe Wealth Advisors first reported a position in Regency Centers in Q1 2019 and held it in 2 quarters.
  • Beacon Pointe Wealth Advisors's Regency Centers position peaked at $461K in Q1 2019.
  • 380 funds tracked by Wall St. Rank held Regency Centers as of Q3 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.