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Omnia Family Wealth’s Prologis PLD Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-54
Closed -$4K – 406
2019
Q1 		$4K Hold
54
– – ﹤0.01% 353
2018
Q4 		$3K Hold
54
– – ﹤0.01% 355
2018
Q3 		$4K Buy
54
+28
+108% +$1.84K ﹤0.01% 336
2018
Q2 		$2K Hold
26
– – ﹤0.01% 452
2018
Q1 		$2K Hold
26
– – ﹤0.01% 465
2017
Q4 		$2K Hold
26
– – ﹤0.01% 477
2017
Q3 		$2K Sell
26
-55
-68% -$3.39K ﹤0.01% 492
2017
Q2 		$5K Hold
81
– – ﹤0.01% 408
2017
Q1 		$4K Hold
81
– – ﹤0.01% 460
2016
Q4 		$4K Buy
+81
New +$4.12K ﹤0.01% 458

Other funds holding PLD

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Omnia Family Wealth's PLD Position: Q2 2019 in Review

Omnia Family Wealth sold out of Prologis (PLD) in Q2 2019, closing a stake of 54 shares — an estimated $4K sold.

Omnia Family Wealth first reported a position in PLD in Q4 2016 and held it in 10 quarters. The position peaked at $5K in Q2 2017. 711 funds tracked by Wall St. Rank hold PLD as of Q2 2019.

  • Omnia Family Wealth reported no remaining Prologis position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 54 Prologis shares in Q2 2019, an estimated $4K.
  • Omnia Family Wealth first reported a position in Prologis in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Prologis position peaked at $5K in Q2 2017.
  • 711 funds tracked by Wall St. Rank held Prologis as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.