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Rational Advisors’s Regency Centers REG Stock Holding History

Rational 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
2013
Q4 		$154K Sell
3,320
-1,570
-32% -$76.7K 0.01% 519
2013
Q3 		$236K Sell
4,890
-63
-1% -$3.18K 0.02% 487
2013
Q2 		$252K Buy
+4,953
New +$265K 0.02% 472

Other funds holding REG

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCMA
Daiwa Capital Markets America New York $11.8B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rational Advisors's REG Position: Q4 2013 in Review

Rational Advisors reduced its Regency Centers (REG) stake by 32% in Q4 2013, selling an estimated $76.7K and leaving 3,320 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #519.

Rational Advisors first reported a position in REG in Q2 2013 and has held it in 3 quarters since. The position peaked at $252K in Q2 2013. 246 funds tracked by Wall St. Rank hold REG as of Q4 2013.

  • Rational Advisors held 3,320 shares of Regency Centers worth $154K as of Q4 2013.
  • Rational Advisors sold 1,570 Regency Centers shares in Q4 2013, an estimated $76.7K.
  • Regency Centers made up 0.01% of Rational Advisors's portfolio in Q4 2013, its #519 holding.
  • Rational Advisors first reported a position in Regency Centers in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's Regency Centers position peaked at $252K in Q2 2013.
  • 246 funds tracked by Wall St. Rank held Regency Centers as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.