BWFA
DRE

Baltimore-Washington Financial Advisors’s Duke Realty Corp. DRE Stock Holding History

Baltimore-Washington Financial 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
2015
Q4 		– Sell
-240
Closed -$4K – 269
2015
Q3 		$4K Buy
+240
New +$4.6K ﹤0.01% 232

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Baltimore-Washington Financial Advisors's DRE Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of Duke Realty Corp. (DRE) in Q4 2015, closing a stake of 240 shares — an estimated $4K sold.

Baltimore-Washington Financial Advisors first reported a position in DRE in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 334 funds tracked by Wall St. Rank hold DRE as of Q4 2015.

  • Baltimore-Washington Financial Advisors reported no remaining Duke Realty Corp. position as of Q4 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 240 Duke Realty Corp. shares in Q4 2015, an estimated $4K.
  • Baltimore-Washington Financial Advisors first reported a position in Duke Realty Corp. in Q3 2015 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Duke Realty Corp. position peaked at $4K in Q3 2015.
  • 334 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.