Woodmont Investment Counsel’s Regency Centers REG Stock Holding History

Woodmont Investment Counsel’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
2016 Q4	–	Sell	-74	Closed	-$6K	–	514
2016 Q3	$6K	Buy	+74	New	+$5.98K	﹤0.01%	537

Other funds holding REG

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Woodmont Investment Counsel's REG Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Regency Centers (REG) in Q4 2016, closing a stake of 74 shares — an estimated $6K sold.

Woodmont Investment Counsel first reported a position in REG in Q3 2016 and held it in 1 quarter. The position peaked at $6K in Q3 2016. 284 funds tracked by Wall St. Rank hold REG as of Q4 2016.

Woodmont Investment Counsel reported no remaining Regency Centers position as of Q4 2016 after selling out during the quarter.
Woodmont Investment Counsel sold 74 Regency Centers shares in Q4 2016, an estimated $6K.
Woodmont Investment Counsel first reported a position in Regency Centers in Q3 2016 and held it in 1 quarter.
Woodmont Investment Counsel's Regency Centers position peaked at $6K in Q3 2016.
284 funds tracked by Wall St. Rank held Regency Centers as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.