BRWM
DRE

B. Riley Wealth Management’s Duke Realty Corp. DRE Stock Holding History

B. Riley Wealth Management’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
2014
Q4 		– Sell
-41
Closed – – 1118
2014
Q3 		$0 Hold
41
– – ﹤0.01% 1180
2014
Q2 		$0 Buy
41
+1
+3% +$17 ﹤0.01% 1183
2014
Q1 		$1K Buy
+40
New +$638 ﹤0.01% 1058

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

B. Riley Wealth Management's DRE Position: Q4 2014 in Review

B. Riley Wealth Management sold out of Duke Realty Corp. (DRE) in Q4 2014, closing a stake of 41 shares.

B. Riley Wealth Management first reported a position in DRE in Q1 2014 and held it in 3 quarters. The position peaked at $1K in Q1 2014. 311 funds tracked by Wall St. Rank hold DRE as of Q4 2014.

  • B. Riley Wealth Management reported no remaining Duke Realty Corp. position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 41 Duke Realty Corp. shares in Q4 2014.
  • B. Riley Wealth Management first reported a position in Duke Realty Corp. in Q1 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's Duke Realty Corp. position peaked at $1K in Q1 2014.
  • 311 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2014.

Based on B. Riley Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.