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United Capital Financial Advisors’s Terreno Realty TRNO Stock Holding History

United Capital Financial Advisors’s Portfolio TRNO Stock Details TRNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-7,485
Closed -$394K – 1230
2020
Q2 		$394K Sell
7,485
-2,445
-25% -$127K ﹤0.01% 941
2020
Q1 		$514K Buy
9,930
+363
+4% +$20K ﹤0.01% 803
2019
Q4 		$518K Buy
9,567
+1,390
+17% +$76K ﹤0.01% 977
2019
Q3 		$418K Buy
8,177
+71
+0.9% +$3.55K ﹤0.01% 995
2019
Q2 		$398K Buy
8,106
+119
+1% +$5.39K ﹤0.01% 1117
2019
Q1 		$336K Buy
7,987
+704
+10% +$28.1K ﹤0.01% 1089
2018
Q4 		$254K Buy
+7,283
New +$272K ﹤0.01% 1120

Other funds holding TRNO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

United Capital Financial Advisors's TRNO Position: Q3 2020 in Review

United Capital Financial Advisors sold out of Terreno Realty (TRNO) in Q3 2020, closing a stake of 7,485 shares — an estimated $394K sold.

United Capital Financial Advisors first reported a position in TRNO in Q4 2018 and held it in 7 quarters. The position peaked at $518K in Q4 2019. 248 funds tracked by Wall St. Rank hold TRNO as of Q3 2020.

  • United Capital Financial Advisors reported no remaining Terreno Realty position as of Q3 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 7,485 Terreno Realty shares in Q3 2020, an estimated $394K.
  • United Capital Financial Advisors first reported a position in Terreno Realty in Q4 2018 and held it in 7 quarters.
  • United Capital Financial Advisors's Terreno Realty position peaked at $518K in Q4 2019.
  • 248 funds tracked by Wall St. Rank held Terreno Realty as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.