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Stoneridge Investment Partners’s Regency Centers REG Stock Holding History

Stoneridge Investment Partners’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
Q2 		– Sell
-7,727
Closed -$513K – 300
2017
Q1 		$513K Buy
+7,727
New +$530K 0.07% 215

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AAMU
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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 $1.81T AUM 41.13% 1-Year Est. Return
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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stoneridge Investment Partners's REG Position: Q2 2017 in Review

Stoneridge Investment Partners sold out of Regency Centers (REG) in Q2 2017, closing a stake of 7,727 shares — an estimated $513K sold.

Stoneridge Investment Partners first reported a position in REG in Q1 2017 and held it in 1 quarter. The position peaked at $513K in Q1 2017. 345 funds tracked by Wall St. Rank hold REG as of Q2 2017.

  • Stoneridge Investment Partners reported no remaining Regency Centers position as of Q2 2017 after selling out during the quarter.
  • Stoneridge Investment Partners sold 7,727 Regency Centers shares in Q2 2017, an estimated $513K.
  • Stoneridge Investment Partners first reported a position in Regency Centers in Q1 2017 and held it in 1 quarter.
  • Stoneridge Investment Partners's Regency Centers position peaked at $513K in Q1 2017.
  • 345 funds tracked by Wall St. Rank held Regency Centers as of Q2 2017.

Based on Stoneridge Investment Partners's 13F filing for Q2 2017, filed 1 Aug 2017.