AA
DRE

Apriem Advisors’s Duke Realty Corp. DRE Stock Holding History

Apriem Advisors’s Portfolio DRE Stock Details DRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-2,000
Closed -$53K – 657
2016
Q2 		$53K Sell
2,000
-1,500
-43% -$35.3K 0.02% 221
2016
Q1 		$79K Hold
3,500
– – 0.03% 155
2015
Q4 		$74K Hold
3,500
– – 0.03% 165
2015
Q3 		$67K Hold
3,500
– – 0.02% 174
2015
Q2 		$65K Hold
3,500
– – 0.02% 183
2015
Q1 		$76K Hold
3,500
– – 0.03% 168
2014
Q4 		$71K Sell
3,500
-300
-8% -$5.69K 0.03% 159
2014
Q3 		$65K Hold
3,800
– – 0.02% 178
2014
Q2 		$69K Hold
3,800
– – 0.03% 172
2014
Q1 		$64K Hold
3,800
– – 0.02% 191
2013
Q4 		$57K Buy
3,800
+500
+15% +$7.8K 0.02% 193
2013
Q3 		$51K Buy
3,300
+500
+18% +$7.86K 0.02% 201
2013
Q2 		$44K Buy
+2,800
New +$47.7K 0.02% 203

Other funds holding DRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return