Summit Trail Advisors’s Duke Realty Corp. DRE Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-1,261	Closed	-$33K	–	1822
2017 Q4	$33K	Buy	+1,261	New	+$35.9K	﹤0.01%	919

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Summit Trail Advisors's DRE Position: Q1 2018 in Review

Summit Trail Advisors sold out of Duke Realty Corp. (DRE) in Q1 2018, closing a stake of 1,261 shares — an estimated $33K sold.

Summit Trail Advisors first reported a position in DRE in Q4 2017 and held it in 1 quarter. The position peaked at $33K in Q4 2017. 411 funds tracked by Wall St. Rank hold DRE as of Q1 2018.

Summit Trail Advisors reported no remaining Duke Realty Corp. position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 1,261 Duke Realty Corp. shares in Q1 2018, an estimated $33K.
Summit Trail Advisors first reported a position in Duke Realty Corp. in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Duke Realty Corp. position peaked at $33K in Q4 2017.
411 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.