TSWM
DRE

Triangle Securities Wealth Management’s Duke Realty Corp. DRE Stock Holding History

Triangle Securities 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
2013
Q3 		– Sell
-600
Closed -$9K – 402
2013
Q2 		$9K Buy
+600
New +$10.2K 0.01% 461

Other funds holding DRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Triangle Securities Wealth Management's DRE Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Duke Realty Corp. (DRE) in Q3 2013, closing a stake of 600 shares — an estimated $9K sold.

Triangle Securities Wealth Management first reported a position in DRE in Q2 2013 and held it in 1 quarter. The position peaked at $9K in Q2 2013. 284 funds tracked by Wall St. Rank hold DRE as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Duke Realty Corp. position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 600 Duke Realty Corp. shares in Q3 2013, an estimated $9K.
  • Triangle Securities Wealth Management first reported a position in Duke Realty Corp. in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Duke Realty Corp. position peaked at $9K in Q2 2013.
  • 284 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.