IWMPD
DRE

Integrated Wealth Management (Palm Desert)’s Duke Realty Corp. DRE Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-500
Closed -$14K – 1099
2016
Q3 		$14K Buy
+500
New +$13.8K 0.01% 694

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 $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s DRE Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Duke Realty Corp. (DRE) in Q4 2016, closing a stake of 500 shares — an estimated $14K sold.

Integrated Wealth Management (Palm Desert) first reported a position in DRE in Q3 2016 and held it in 1 quarter. The position peaked at $14K in Q3 2016. 375 funds tracked by Wall St. Rank hold DRE as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Duke Realty Corp. position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 500 Duke Realty Corp. shares in Q4 2016, an estimated $14K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Duke Realty Corp. in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Duke Realty Corp. position peaked at $14K in Q3 2016.
  • 375 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.