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Legacy Financial Advisors’s Regency Centers REG Stock Holding History

Legacy 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
Q2 		– Sell
-32
Closed -$2K – 718
2019
Q1 		$2K Buy
+32
New +$2.04K ﹤0.01% 910
2018
Q4 		– Sell
-10
Closed – – 1038
2018
Q3 		$0 Hold
10
– – ﹤0.01% 942
2018
Q2 		$1K Buy
+10
New +$587 ﹤0.01% 890

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Financial Advisors's REG Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Regency Centers (REG) in Q2 2019, closing a stake of 32 shares — an estimated $2K sold.

Legacy Financial Advisors first reported a position in REG in Q2 2018 and held it in 3 quarters. The position peaked at $2K in Q1 2019. 376 funds tracked by Wall St. Rank hold REG as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Regency Centers position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 32 Regency Centers shares in Q2 2019, an estimated $2K.
  • Legacy Financial Advisors first reported a position in Regency Centers in Q2 2018 and held it in 3 quarters.
  • Legacy Financial Advisors's Regency Centers position peaked at $2K in Q1 2019.
  • 376 funds tracked by Wall St. Rank held Regency Centers as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.