MGIA
DRE

Moneta Group Investment Advisors’s Duke Realty Corp. DRE Stock Holding History

Moneta Group Investment 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
Q1 		– Sell
-14,015
Closed -$363K – 267
2018
Q4 		$363K Buy
+14,015
New +$389K 0.04% 156
2017
Q3 		– Sell
-7,500
Closed -$210K – 216
2017
Q2 		$210K Buy
+7,500
New +$211K 0.03% 175
2017
Q1 		– Sell
-8,374
Closed -$222K – 176
2016
Q4 		$222K Buy
+8,374
New +$214K 0.05% 155

Other funds holding DRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moneta Group Investment Advisors's DRE Position: Q1 2019 in Review

Moneta Group Investment Advisors sold out of Duke Realty Corp. (DRE) in Q1 2019, closing a stake of 14,015 shares — an estimated $363K sold.

Moneta Group Investment Advisors first reported a position in DRE in Q4 2016 and held it in 3 quarters. The position peaked at $363K in Q4 2018. 442 funds tracked by Wall St. Rank hold DRE as of Q1 2019.

  • Moneta Group Investment Advisors reported no remaining Duke Realty Corp. position as of Q1 2019 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 14,015 Duke Realty Corp. shares in Q1 2019, an estimated $363K.
  • Moneta Group Investment Advisors first reported a position in Duke Realty Corp. in Q4 2016 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Duke Realty Corp. position peaked at $363K in Q4 2018.
  • 442 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q1 2019.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2019, filed 15 May 2019.