Taylor Hoffman Wealth Management’s Regency Centers REG Stock Holding History

Taylor Hoffman Wealth Management’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
2020 Q3	–	Sell	-486	Closed	-$22K	–	304
2020 Q2	$22K	Buy	+486	New	+$20.5K	0.01%	252
2020 Q1	–	Sell	-486	Closed	-$31K	–	316
2019 Q4	$31K	Hold	486	–	–	0.02%	250
2019 Q3	$34K	Hold	486	–	–	0.02%	233
2019 Q2	$32K	Hold	486	–	–	0.03%	223
2019 Q1	$33K	Hold	486	–	–	0.02%	222
2018 Q4	$29K	Hold	486	–	–	0.03%	215
2018 Q3	$31K	Hold	486	–	–	0.02%	220
2018 Q2	$30K	Hold	486	–	–	0.03%	209
2018 Q1	$29K	Hold	486	–	–	0.03%	217
2017 Q4	$34K	Buy	+486	New	+$32.1K	0.03%	209

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Taylor Hoffman Wealth Management's REG Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Regency Centers (REG) in Q3 2020, closing a stake of 486 shares — an estimated $22K sold.

Taylor Hoffman Wealth Management first reported a position in REG in Q4 2017 and held it in 10 quarters. The position peaked at $34K in Q3 2019. 349 funds tracked by Wall St. Rank hold REG as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Regency Centers position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 486 Regency Centers shares in Q3 2020, an estimated $22K.
Taylor Hoffman Wealth Management first reported a position in Regency Centers in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Regency Centers position peaked at $34K in Q3 2019.
349 funds tracked by Wall St. Rank held Regency Centers as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.