LWCFA
REG icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Regency Centers REG Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017
Q4 		– Sell
-11
Closed – – 851
2017
Q3 		$0 Buy
+11
New +$708 ﹤0.01% 881

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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 $51.1B AUM 35.55% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's REG Position: Q4 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Regency Centers (REG) in Q4 2017, closing a stake of 11 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in REG in Q3 2017 and held it in 1 quarter. The position peaked at $0 in Q3 2017. 376 funds tracked by Wall St. Rank hold REG as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Regency Centers position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 11 Regency Centers shares in Q4 2017.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Regency Centers in Q3 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Regency Centers position peaked at $0 in Q3 2017.
  • 376 funds tracked by Wall St. Rank held Regency Centers as of Q4 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.