Partnervest Advisory Services’s Prologis PLD Stock Holding History

Partnervest Advisory Services’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
2020 Q3	$353K	Buy	+3,513	New	+$352K	0.11%	151
2014 Q3	–	Sell	-630	Closed	-$26K	–	620
2014 Q2	$26K	Sell	630 -48	-7%	-$1.97K	0.01%	485
2014 Q1	$28K	Hold	678	–	–	0.01%	431
2013 Q4	$25K	Buy	678 +16	+2%	+$616	0.01%	431
2013 Q3	$25K	Sell	662 -10	-1%	-$377	0.01%	405
2013 Q2	$25K	Buy	+672	New	+$27.3K	0.01%	372

Other funds holding PLD

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Partnervest Advisory Services's PLD Position: Q3 2020 in Review

Partnervest Advisory Services opened a new position in Prologis (PLD) in Q3 2020: 3,513 shares worth $353K. The stake represents 0.11% of the portfolio and ranks #151 among its holdings. This is a return to the name: Partnervest Advisory Services previously reported a position in PLD as recently as Q2 2014.

Partnervest Advisory Services first reported a position in PLD in Q2 2013 and has held it in 6 quarters since. 944 funds tracked by Wall St. Rank hold PLD as of Q3 2020.

Partnervest Advisory Services held 3,513 shares of Prologis worth $353K as of Q3 2020.
Prologis was a new Partnervest Advisory Services position in Q3 2020.
Prologis made up 0.11% of Partnervest Advisory Services's portfolio in Q3 2020, its #151 holding.
Partnervest Advisory Services first reported a position in Prologis in Q2 2013 and has held it in 6 quarters since.
944 funds tracked by Wall St. Rank held Prologis as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.