JFS Wealth Advisors’s Duke Realty Corp. DRE Stock Holding History

JFS Wealth Advisors’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
2019 Q2	–	Sell	-1,300	Closed	-$40K	–	493
2019 Q1	$40K	Hold	1,300	–	–	0.01%	240
2018 Q4	$34K	Hold	1,300	–	–	0.01%	249
2018 Q3	$37K	Hold	1,300	–	–	0.01%	266
2018 Q2	$38K	Hold	1,300	–	–	0.01%	259
2018 Q1	$34K	Hold	1,300	–	–	0.01%	275
2017 Q4	$35K	Hold	1,300	–	–	0.01%	284
2017 Q3	$37K	Hold	1,300	–	–	0.01%	267
2017 Q2	$36K	Hold	1,300	–	–	0.01%	249
2017 Q1	$35K	Hold	1,300	–	–	0.01%	257
2016 Q4	$35K	Hold	1,300	–	–	0.01%	257
2016 Q3	$36K	Hold	1,300	–	–	0.01%	271
2016 Q2	$35K	Hold	1,300	–	–	0.01%	288
2016 Q1	$29K	Hold	1,300	–	–	0.01%	286
2015 Q4	$27K	Hold	1,300	–	–	0.01%	303
2015 Q3	$25K	Hold	1,300	–	–	0.01%	262
2015 Q2	$24K	Hold	1,300	–	–	0.01%	251
2015 Q1	$28K	Hold	1,300	–	–	0.01%	241
2014 Q4	$26K	Hold	1,300	–	–	﹤0.01%	259
2014 Q3	$22K	Hold	1,300	–	–	﹤0.01%	254
2014 Q2	$24K	Buy	+1,300	New	+$22.7K	﹤0.01%	249

Other funds holding DRE

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JFS Wealth Advisors's DRE Position: Q2 2019 in Review

JFS Wealth Advisors sold out of Duke Realty Corp. (DRE) in Q2 2019, closing a stake of 1,300 shares — an estimated $40K sold.

JFS Wealth Advisors first reported a position in DRE in Q2 2014 and held it in 20 quarters. The position peaked at $40K in Q1 2019. 450 funds tracked by Wall St. Rank hold DRE as of Q2 2019.

JFS Wealth Advisors reported no remaining Duke Realty Corp. position as of Q2 2019 after selling out during the quarter.
JFS Wealth Advisors sold 1,300 Duke Realty Corp. shares in Q2 2019, an estimated $40K.
JFS Wealth Advisors first reported a position in Duke Realty Corp. in Q2 2014 and held it in 20 quarters.
JFS Wealth Advisors's Duke Realty Corp. position peaked at $40K in Q1 2019.
450 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q2 2019.

Based on JFS Wealth Advisors's 13F filing for Q2 2019, filed 6 Aug 2019.