Private Ocean’s Duke Realty Corp. DRE Stock Holding History

Private Ocean’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 Q4	–	Sell	-185	Closed	-$7K	–	638
2019 Q3	$7K	Buy	+185	New	+$6.12K	﹤0.01%	453
2018 Q2	–	Sell	-471	Closed	-$12K	–	403
2018 Q1	$12K	Buy	+471	New	+$12.1K	0.01%	282

Other funds holding DRE

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

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

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Private Ocean's DRE Position: Q4 2019 in Review

Private Ocean sold out of Duke Realty Corp. (DRE) in Q4 2019, closing a stake of 185 shares — an estimated $7K sold.

Private Ocean first reported a position in DRE in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2018. 449 funds tracked by Wall St. Rank hold DRE as of Q4 2019.

Private Ocean reported no remaining Duke Realty Corp. position as of Q4 2019 after selling out during the quarter.
Private Ocean sold 185 Duke Realty Corp. shares in Q4 2019, an estimated $7K.
Private Ocean first reported a position in Duke Realty Corp. in Q1 2018 and held it in 2 quarters.
Private Ocean's Duke Realty Corp. position peaked at $12K in Q1 2018.
449 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2019.

Based on Private Ocean's 13F filing for Q4 2019, filed 5 Feb 2020.