LFA
DRE

Legacy Financial Advisors’s Duke Realty Corp. DRE Stock Holding History

Legacy Financial 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
-345
Closed -$11K – 975
2019
Q1 		$11K Buy
345
+53
+18% +$1.55K ﹤0.01% 606
2018
Q4 		$8K Sell
292
-316
-52% -$8.77K ﹤0.01% 640
2018
Q3 		$17K Buy
608
+335
+123% +$9.58K 0.01% 404
2018
Q2 		$8K Hold
273
– – ﹤0.01% 609
2018
Q1 		$7K Hold
273
– – ﹤0.01% 590
2017
Q4 		$7K Buy
+273
New +$7.77K ﹤0.01% 584

Other funds holding DRE

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Financial Advisors's DRE Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Duke Realty Corp. (DRE) in Q2 2019, closing a stake of 345 shares — an estimated $11K sold.

Legacy Financial Advisors first reported a position in DRE in Q4 2017 and held it in 6 quarters. The position peaked at $17K in Q3 2018. 451 funds tracked by Wall St. Rank hold DRE as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Duke Realty Corp. position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 345 Duke Realty Corp. shares in Q2 2019, an estimated $11K.
  • Legacy Financial Advisors first reported a position in Duke Realty Corp. in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Duke Realty Corp. position peaked at $17K in Q3 2018.
  • 451 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.