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Gupta Wealth Management’s Regency Centers REG Stock Holding History

Gupta Wealth Management’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
2015
Q3 		– Sell
-486
Closed -$30K – 1332
2015
Q2 		$30K Buy
+486
New +$31.1K 0.01% 636

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gupta Wealth Management's REG Position: Q3 2015 in Review

Gupta Wealth Management sold out of Regency Centers (REG) in Q3 2015, closing a stake of 486 shares — an estimated $30K sold.

Gupta Wealth Management first reported a position in REG in Q2 2015 and held it in 1 quarter. The position peaked at $30K in Q2 2015. 242 funds tracked by Wall St. Rank hold REG as of Q3 2015.

  • Gupta Wealth Management reported no remaining Regency Centers position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 486 Regency Centers shares in Q3 2015, an estimated $30K.
  • Gupta Wealth Management first reported a position in Regency Centers in Q2 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Regency Centers position peaked at $30K in Q2 2015.
  • 242 funds tracked by Wall St. Rank held Regency Centers as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.