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Beacon Financial Group’s Prologis PLD Stock Holding History

Beacon Financial Group’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
2014
Q1 		– Sell
-8,920
Closed -$332K – 182
2013
Q4 		$332K Buy
+8,920
New +$343K 0.06% 155

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Beacon Financial Group's PLD Position: Q1 2014 in Review

Beacon Financial Group sold out of Prologis (PLD) in Q1 2014, closing a stake of 8,920 shares — an estimated $332K sold.

Beacon Financial Group first reported a position in PLD in Q4 2013 and held it in 1 quarter. The position peaked at $332K in Q4 2013. 397 funds tracked by Wall St. Rank hold PLD as of Q1 2014.

  • Beacon Financial Group reported no remaining Prologis position as of Q1 2014 after selling out during the quarter.
  • Beacon Financial Group sold 8,920 Prologis shares in Q1 2014, an estimated $332K.
  • Beacon Financial Group first reported a position in Prologis in Q4 2013 and held it in 1 quarter.
  • Beacon Financial Group's Prologis position peaked at $332K in Q4 2013.
  • 397 funds tracked by Wall St. Rank held Prologis as of Q1 2014.

Based on Beacon Financial Group's 13F filing for Q1 2014, filed 23 Apr 2014.