Financial Gravity Companies’s Regency Centers REG Stock Holding History

Financial Gravity Companies’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 Q1	$2K	Sell	33 -2	-6%	-$121	﹤0.01%	996
2017 Q4	$2K	Buy	+35	New	+$2.31K	﹤0.01%	972

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

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

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Financial Gravity Companies's REG Position: Q1 2018 in Review

Financial Gravity Companies reduced its Regency Centers (REG) stake by 5.7% in Q1 2018, selling an estimated $121 and leaving 33 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Financial Gravity Companies first reported a position in REG in Q4 2017 and has held it in 2 quarters since. 379 funds tracked by Wall St. Rank hold REG as of Q1 2018.

Financial Gravity Companies held 33 shares of Regency Centers worth $2K as of Q1 2018.
Financial Gravity Companies sold 2 Regency Centers shares in Q1 2018, an estimated $121.
Regency Centers made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #996 holding.
Financial Gravity Companies first reported a position in Regency Centers in Q4 2017 and has held it in 2 quarters since.
379 funds tracked by Wall St. Rank held Regency Centers as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.