O'Brien Wealth Partners’s Prologis PLD Stock Holding History

O'Brien Wealth Partners’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
2018 Q4	–	Sell	-100	Closed	-$7K	–	161
2018 Q3	$7K	Buy	+100	New	+$6.58K	﹤0.01%	142
2018 Q2	–	Sell	-100	Closed	-$6K	–	157
2018 Q1	$6K	Buy	+100	New	+$6.22K	﹤0.01%	135

Other funds holding PLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

O'Brien Wealth Partners's PLD Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Prologis (PLD) in Q4 2018, closing a stake of 100 shares — an estimated $7K sold.

O'Brien Wealth Partners first reported a position in PLD in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 687 funds tracked by Wall St. Rank hold PLD as of Q4 2018.

O'Brien Wealth Partners reported no remaining Prologis position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 100 Prologis shares in Q4 2018, an estimated $7K.
O'Brien Wealth Partners first reported a position in Prologis in Q1 2018 and held it in 2 quarters.
O'Brien Wealth Partners's Prologis position peaked at $7K in Q3 2018.
687 funds tracked by Wall St. Rank held Prologis as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.