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Prestige Wealth Management Group’s Regency Centers REG Stock Holding History

Prestige Wealth Management Group’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
Q1 		– Sell
-29
Closed -$2K – 985
2018
Q4 		$2K Buy
+29
New +$1.81K ﹤0.01% 860

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Prestige Wealth Management Group's REG Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Regency Centers (REG) in Q1 2019, closing a stake of 29 shares — an estimated $2K sold.

Prestige Wealth Management Group first reported a position in REG in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 390 funds tracked by Wall St. Rank hold REG as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Regency Centers position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 29 Regency Centers shares in Q1 2019, an estimated $2K.
  • Prestige Wealth Management Group first reported a position in Regency Centers in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Regency Centers position peaked at $2K in Q4 2018.
  • 390 funds tracked by Wall St. Rank held Regency Centers as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.