SHWM
DRE

Smith & Howard Wealth Management’s Duke Realty Corp. DRE Stock Holding History

Smith & Howard Wealth Management’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
2014
Q1 		– Sell
-2,424
Closed -$36K – 225
2013
Q4 		$36K Hold
2,424
– – 0.02% 122
2013
Q3 		$37K Hold
2,424
– – 0.02% 124
2013
Q2 		$38K Buy
+2,424
New +$41.3K 0.02% 107

Other funds holding DRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Smith & Howard Wealth Management's DRE Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Duke Realty Corp. (DRE) in Q1 2014, closing a stake of 2,424 shares — an estimated $36K sold.

Smith & Howard Wealth Management first reported a position in DRE in Q2 2013 and held it in 3 quarters. The position peaked at $38K in Q2 2013. 297 funds tracked by Wall St. Rank hold DRE as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Duke Realty Corp. position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 2,424 Duke Realty Corp. shares in Q1 2014, an estimated $36K.
  • Smith & Howard Wealth Management first reported a position in Duke Realty Corp. in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Duke Realty Corp. position peaked at $38K in Q2 2013.
  • 297 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.