RFA
DRE

Reilly Financial Advisors’s Duke Realty Corp. DRE Stock Holding History

Reilly Financial Advisors’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
2016
Q4 		– Sell
-700
Closed -$19K – 923
2016
Q3 		$19K Hold
700
– – ﹤0.01% 420
2016
Q2 		$19K Hold
700
– – ﹤0.01% 403
2016
Q1 		$16K Hold
700
– – ﹤0.01% 656
2015
Q4 		$15K Hold
700
– – ﹤0.01% 679
2015
Q3 		$13K Hold
700
– – ﹤0.01% 719
2015
Q2 		$13K Hold
700
– – ﹤0.01% 795
2015
Q1 		$15K Buy
+700
New +$15K ﹤0.01% 741

Other funds holding DRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Reilly Financial Advisors's DRE Position: Q4 2016 in Review

Reilly Financial Advisors sold out of Duke Realty Corp. (DRE) in Q4 2016, closing a stake of 700 shares — an estimated $19K sold.

Reilly Financial Advisors first reported a position in DRE in Q1 2015 and held it in 7 quarters. The position peaked at $19K in Q3 2016. 375 funds tracked by Wall St. Rank hold DRE as of Q4 2016.

  • Reilly Financial Advisors reported no remaining Duke Realty Corp. position as of Q4 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 700 Duke Realty Corp. shares in Q4 2016, an estimated $19K.
  • Reilly Financial Advisors first reported a position in Duke Realty Corp. in Q1 2015 and held it in 7 quarters.
  • Reilly Financial Advisors's Duke Realty Corp. position peaked at $19K in Q3 2016.
  • 375 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2016.

Based on Reilly Financial Advisors's 13F filing for Q4 2016, filed 24 Jan 2017.