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JNBA Financial Advisors’s Regency Centers REG Stock Holding History

JNBA Financial 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
2019
Q3 		– Sell
-157
Closed -$10K – 676
2019
Q2 		$10K Buy
+157
New +$10.5K ﹤0.01% 439
2016
Q4 		– Sell
-533
Closed -$41K – 1134
2016
Q3 		$41K Buy
+533
New +$43.1K 0.01% 583
2015
Q1 		– Sell
-76
Closed -$5K – 549
2014
Q4 		$5K Hold
76
– – ﹤0.01% 422
2014
Q3 		$4K Buy
+76
New +$4.24K ﹤0.01% 468

Other funds holding REG

Vanguard Group
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

JNBA Financial Advisors's REG Position: Q3 2019 in Review

JNBA Financial Advisors sold out of Regency Centers (REG) in Q3 2019, closing a stake of 157 shares — an estimated $10K sold.

JNBA Financial Advisors first reported a position in REG in Q3 2014 and held it in 4 quarters. The position peaked at $41K in Q3 2016. 380 funds tracked by Wall St. Rank hold REG as of Q3 2019.

  • JNBA Financial Advisors reported no remaining Regency Centers position as of Q3 2019 after selling out during the quarter.
  • JNBA Financial Advisors sold 157 Regency Centers shares in Q3 2019, an estimated $10K.
  • JNBA Financial Advisors first reported a position in Regency Centers in Q3 2014 and held it in 4 quarters.
  • JNBA Financial Advisors's Regency Centers position peaked at $41K in Q3 2016.
  • 380 funds tracked by Wall St. Rank held Regency Centers as of Q3 2019.

Based on JNBA Financial Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.