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First Personal Financial Services’s Regency Centers REG Stock Holding History

First Personal Financial Services’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
-11
Closed -$1K – 471
2019
Q4 		$1K Buy
+11
New +$722 ﹤0.01% 478
2015
Q4 		– Hold
0
– – – 346
2015
Q1 		– Hold
0
– – – 530

Other funds holding REG

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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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Personal Financial Services's REG Position: Q1 2020 in Review

First Personal Financial Services sold out of Regency Centers (REG) in Q1 2020, closing a stake of 11 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in REG in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 359 funds tracked by Wall St. Rank hold REG as of Q1 2020.

  • First Personal Financial Services reported no remaining Regency Centers position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 11 Regency Centers shares in Q1 2020, an estimated $1K.
  • First Personal Financial Services first reported a position in Regency Centers in Q4 2019 and held it in 1 quarter.
  • First Personal Financial Services's Regency Centers position peaked at $1K in Q4 2019.
  • 359 funds tracked by Wall St. Rank held Regency Centers as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.