Reilly Financial Advisors’s PROLOGIS PLD Stock Holding History

Reilly Financial Advisors’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
2015 Q1	–	Sell	-169	Closed	-$7K	–	1450
2014 Q4	$7K	Hold	169	–	–	﹤0.01%	586
2014 Q3	$6K	Hold	169	–	–	﹤0.01%	624
2014 Q2	$7K	Hold	169	–	–	﹤0.01%	633
2014 Q1	$7K	Hold	169	–	–	﹤0.01%	637
2013 Q4	$6K	Hold	169	–	–	﹤0.01%	662
2013 Q3	$7K	Hold	169	–	–	﹤0.01%	554
2013 Q2	$6K	Buy	+169	New	+$6K	﹤0.01%	607

Other funds holding PLD

GCM

Garland Capital Management Bellevue, Washington $7.27M AUM 14.85% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

TFO

Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return

Reilly Financial Advisors's PLD Position: Q1 2015 in Review

Reilly Financial Advisors sold out of PROLOGIS (PLD) in Q1 2015, closing a stake of 169 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in PLD in Q2 2013 and held it in 7 quarters. The position peaked at $7K in Q4 2014. 3 funds tracked by Wall St. Rank hold PLD as of Q1 2015.

Reilly Financial Advisors reported no remaining PROLOGIS position as of Q1 2015 after selling out during the quarter.
Reilly Financial Advisors sold 169 PROLOGIS shares in Q1 2015, an estimated $7K.
Reilly Financial Advisors first reported a position in PROLOGIS in Q2 2013 and held it in 7 quarters.
Reilly Financial Advisors's PROLOGIS position peaked at $7K in Q4 2014.
3 funds tracked by Wall St. Rank held PROLOGIS as of Q1 2015.

Based on Reilly Financial Advisors's 13F filing for Q1 2015, filed 15 May 2015.