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Bridgewater Wealth & Financial Management’s Prologis PLD Stock Holding History

Bridgewater Wealth & Financial Management’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
2017
Q1 		– Sell
-3,929
Closed -$207K – 112
2016
Q4 		$207K Hold
3,929
– – 0.08% 103
2016
Q3 		$210K Buy
+3,929
New +$207K 0.08% 110

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bridgewater Wealth & Financial Management's PLD Position: Q1 2017 in Review

Bridgewater Wealth & Financial Management sold out of Prologis (PLD) in Q1 2017, closing a stake of 3,929 shares — an estimated $207K sold.

Bridgewater Wealth & Financial Management first reported a position in PLD in Q3 2016 and held it in 2 quarters. The position peaked at $210K in Q3 2016. 521 funds tracked by Wall St. Rank hold PLD as of Q1 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Prologis position as of Q1 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 3,929 Prologis shares in Q1 2017, an estimated $207K.
  • Bridgewater Wealth & Financial Management first reported a position in Prologis in Q3 2016 and held it in 2 quarters.
  • Bridgewater Wealth & Financial Management's Prologis position peaked at $210K in Q3 2016.
  • 521 funds tracked by Wall St. Rank held Prologis as of Q1 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q1 2017, filed 15 May 2017.