Plante Moran Financial Advisors’s Regency Centers REG Stock Holding History

Plante Moran 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 Q4	–	Sell	-64	Closed	-$4K	–	872
2019 Q3	$4K	Buy	+64	New	+$4.26K	﹤0.01%	719

Other funds holding REG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Plante Moran Financial Advisors's REG Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of Regency Centers (REG) in Q4 2019, closing a stake of 64 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in REG in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 396 funds tracked by Wall St. Rank hold REG as of Q4 2019.

Plante Moran Financial Advisors reported no remaining Regency Centers position as of Q4 2019 after selling out during the quarter.
Plante Moran Financial Advisors sold 64 Regency Centers shares in Q4 2019, an estimated $4K.
Plante Moran Financial Advisors first reported a position in Regency Centers in Q3 2019 and held it in 1 quarter.
Plante Moran Financial Advisors's Regency Centers position peaked at $4K in Q3 2019.
396 funds tracked by Wall St. Rank held Regency Centers as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.