Mosaic Family Wealth’s Duke Realty Corp. DRE Stock Holding History

Mosaic Family Wealth’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	-333	Closed	-$10K	–	651
2019 Q1	$10K	Hold	333	–	–	﹤0.01%	500
2018 Q4	$9K	Hold	333	–	–	﹤0.01%	504
2018 Q3	$9K	Hold	333	–	–	﹤0.01%	515
2018 Q2	$10K	Hold	333	–	–	﹤0.01%	538
2018 Q1	$9K	Hold	333	–	–	﹤0.01%	542
2017 Q4	$9K	Sell	333 -60	-15%	-$1.71K	﹤0.01%	548
2017 Q3	$11K	Buy	393 +60	+18%	+$1.73K	﹤0.01%	562
2017 Q2	$9K	Hold	333	–	–	﹤0.01%	524
2017 Q1	$9K	Hold	333	–	–	﹤0.01%	520
2016 Q4	$9K	Hold	333	–	–	﹤0.01%	509
2016 Q3	$9K	Hold	333	–	–	﹤0.01%	524
2016 Q2	$9K	Hold	333	–	–	﹤0.01%	544
2016 Q1	$7K	Hold	333	–	–	﹤0.01%	569
2015 Q4	$6K	Buy	+333	New	+$6.83K	﹤0.01%	579

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

Mosaic Family Wealth's DRE Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Duke Realty Corp. (DRE) in Q2 2019, closing a stake of 333 shares — an estimated $10K sold.

Mosaic Family Wealth first reported a position in DRE in Q4 2015 and held it in 14 quarters. The position peaked at $11K in Q3 2017. 450 funds tracked by Wall St. Rank hold DRE as of Q2 2019.

Mosaic Family Wealth reported no remaining Duke Realty Corp. position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 333 Duke Realty Corp. shares in Q2 2019, an estimated $10K.
Mosaic Family Wealth first reported a position in Duke Realty Corp. in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Duke Realty Corp. position peaked at $11K in Q3 2017.
450 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.