Heritage Trust’s Prologis PLD Stock Holding History

Heritage Trust’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 Q4	–	Sell	-102	Closed	-$6K	–	421
2017 Q3	$6K	Buy	+102	New	+$6.29K	﹤0.01%	313

Other funds holding PLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Trust's PLD Position: Q4 2017 in Review

Heritage Trust sold out of Prologis (PLD) in Q4 2017, closing a stake of 102 shares — an estimated $6K sold.

Heritage Trust first reported a position in PLD in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 607 funds tracked by Wall St. Rank hold PLD as of Q4 2017.

Heritage Trust reported no remaining Prologis position as of Q4 2017 after selling out during the quarter.
Heritage Trust sold 102 Prologis shares in Q4 2017, an estimated $6K.
Heritage Trust first reported a position in Prologis in Q3 2017 and held it in 1 quarter.
Heritage Trust's Prologis position peaked at $6K in Q3 2017.
607 funds tracked by Wall St. Rank held Prologis as of Q4 2017.

Based on Heritage Trust's 13F filing for Q4 2017, filed 12 Feb 2018.