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Avantax Planning Partners’s Prologis PLD Stock Holding History

Avantax Planning Partners’s Portfolio PLD Stock Details PLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-600
Closed -$41K – 956
2018
Q3 		$41K Buy
+600
New +$39.4K ﹤0.01% 532
2018
Q2 		– Sell
-627
Closed -$39K – 1141
2018
Q1 		$39K Buy
+627
New +$39K ﹤0.01% 573

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Avantax Planning Partners sold out of Prologis (PLD) in Q4 2018, closing a stake of 600 shares — an estimated $41K sold.

Avantax Planning Partners first reported a position in PLD in Q1 2018 and held it in 2 quarters. The position peaked at $41K in Q3 2018. 686 funds tracked by Wall St. Rank hold PLD as of Q4 2018.

  • Avantax Planning Partners reported no remaining Prologis position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 600 Prologis shares in Q4 2018, an estimated $41K.
  • Avantax Planning Partners first reported a position in Prologis in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Prologis position peaked at $41K in Q3 2018.
  • 686 funds tracked by Wall St. Rank held Prologis as of Q4 2018.

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