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Gupta Wealth Management’s Prologis PLD Stock Holding History

Gupta Wealth 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
2016
Q1 		– Sell
-94
Closed -$4K – 1252
2015
Q4 		$4K Hold
94
– – ﹤0.01% 1050
2015
Q3 		$4K Hold
94
– – ﹤0.01% 1066
2015
Q2 		$3K Sell
94
-200
-68% -$8.14K ﹤0.01% 1094
2015
Q1 		$13K Buy
+294
New +$12.9K ﹤0.01% 708

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Gupta Wealth Management's PLD Position: Q1 2016 in Review

Gupta Wealth Management sold out of Prologis (PLD) in Q1 2016, closing a stake of 94 shares — an estimated $4K sold.

Gupta Wealth Management first reported a position in PLD in Q1 2015 and held it in 4 quarters. The position peaked at $13K in Q1 2015. 477 funds tracked by Wall St. Rank hold PLD as of Q1 2016.

  • Gupta Wealth Management reported no remaining Prologis position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 94 Prologis shares in Q1 2016, an estimated $4K.
  • Gupta Wealth Management first reported a position in Prologis in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Prologis position peaked at $13K in Q1 2015.
  • 477 funds tracked by Wall St. Rank held Prologis as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.