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Mariner Wealth Advisors (Madison)’s Prologis PLD Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$66K Sell
1,760
-602
-25% -$22.7K 0.03% 79
2013
Q2 		$89K Buy
+2,362
New +$96K 0.04% 63

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s PLD Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) reduced its Prologis (PLD) stake by 25% in Q3 2013, selling an estimated $22.7K and leaving 1,760 shares worth $66K. The position accounts for 0.03% of the portfolio, ranked #79.

Mariner Wealth Advisors (Madison) first reported a position in PLD in Q2 2013 and has held it in 2 quarters since. The position peaked at $89K in Q2 2013. 380 funds tracked by Wall St. Rank hold PLD as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 1,760 shares of Prologis worth $66K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) sold 602 Prologis shares in Q3 2013, an estimated $22.7K.
  • Prologis made up 0.03% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #79 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Prologis in Q2 2013 and has held it in 2 quarters since.
  • Mariner Wealth Advisors (Madison)'s Prologis position peaked at $89K in Q2 2013.
  • 380 funds tracked by Wall St. Rank held Prologis as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.