Avantax Planning Partners’s Duke Realty Corp. DRE Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-543	Closed	-$15K	–	1301
2018 Q3	$15K	Buy	+543	New	+$15.5K	﹤0.01%	779
2018 Q2	–	Sell	-675	Closed	-$18K	–	1623
2018 Q1	$18K	Buy	+675	New	+$17.4K	﹤0.01%	823

Other funds holding DRE

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avantax Planning Partners's DRE Position: Q4 2018 in Review

Avantax Planning Partners sold out of Duke Realty Corp. (DRE) in Q4 2018, closing a stake of 543 shares — an estimated $15K sold.

Avantax Planning Partners first reported a position in DRE in Q1 2018 and held it in 2 quarters. The position peaked at $18K in Q1 2018. 446 funds tracked by Wall St. Rank hold DRE as of Q4 2018.

Avantax Planning Partners reported no remaining Duke Realty Corp. position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 543 Duke Realty Corp. shares in Q4 2018, an estimated $15K.
Avantax Planning Partners first reported a position in Duke Realty Corp. in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Duke Realty Corp. position peaked at $18K in Q1 2018.
446 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.