Certified Advisory Corp’s Regency Centers REG Stock Holding History

Certified Advisory Corp’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 Q2	$17K	Buy	380 +5	+1%	+$211	0.01%	471
2020 Q1	$14K	Buy	375 +3	+0.8%	+$173	0.01%	483
2019 Q4	$23K	Buy	372 +4	+1%	+$263	0.01%	456
2019 Q3	$26K	Buy	368 +3	+0.8%	+$200	0.01%	431
2019 Q2	$24K	Buy	365 +3	+0.8%	+$202	0.01%	448
2019 Q1	$24K	Buy	362 +3	+0.8%	+$191	0.01%	416
2018 Q4	$21K	Buy	359 +4	+1%	+$250	0.01%	422
2018 Q3	$23K	Buy	355 +2	+0.6%	+$127	0.01%	423
2018 Q2	$22K	Buy	353 +4	+1%	+$235	0.01%	418
2018 Q1	$20K	Buy	349 +4	+1%	+$242	0.01%	416
2017 Q4	$23K	Buy	+345	New	+$22.8K	0.02%	346

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Certified Advisory Corp's REG Position: Q2 2020 in Review

Certified Advisory Corp increased its Regency Centers (REG) stake by 1.3% in Q2 2020, buying an estimated $211 and bringing the position to 380 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #471.

Certified Advisory Corp first reported a position in REG in Q4 2017 and has held it in 11 quarters since. The position peaked at $26K in Q3 2019. 354 funds tracked by Wall St. Rank hold REG as of Q2 2020.

Certified Advisory Corp held 380 shares of Regency Centers worth $17K as of Q2 2020.
Certified Advisory Corp bought 5 Regency Centers shares in Q2 2020, an estimated $211.
Regency Centers made up 0.01% of Certified Advisory Corp's portfolio in Q2 2020, its #471 holding.
Certified Advisory Corp first reported a position in Regency Centers in Q4 2017 and has held it in 11 quarters since.
Certified Advisory Corp's Regency Centers position peaked at $26K in Q3 2019.
354 funds tracked by Wall St. Rank held Regency Centers as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.