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Clear Perspective Advisors’s Regency Centers REG Stock Holding History

Clear Perspective 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
2018
Q2 		– Sell
-39
Closed -$2K – 508
2018
Q1 		$2K Buy
+39
New +$2.36K ﹤0.01% 466

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clear Perspective Advisors's REG Position: Q2 2018 in Review

Clear Perspective Advisors sold out of Regency Centers (REG) in Q2 2018, closing a stake of 39 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in REG in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 396 funds tracked by Wall St. Rank hold REG as of Q2 2018.

  • Clear Perspective Advisors reported no remaining Regency Centers position as of Q2 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 39 Regency Centers shares in Q2 2018, an estimated $2K.
  • Clear Perspective Advisors first reported a position in Regency Centers in Q1 2018 and held it in 1 quarter.
  • Clear Perspective Advisors's Regency Centers position peaked at $2K in Q1 2018.
  • 396 funds tracked by Wall St. Rank held Regency Centers as of Q2 2018.

Based on Clear Perspective Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.