Wealthspire Advisors (Maryland)’s Terreno Realty TRNO Stock Holding History

Wealthspire Advisors (Maryland)’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 Q1	–	Sell	-3,883	Closed	-$210K	–	506
2019 Q4	$210K	Sell	3,883 -227	-6%	-$12.4K	0.01%	463
2019 Q3	$210K	Hold	4,110	–	–	0.02%	427
2019 Q2	$202K	Sell	4,110 -4,000	-49%	-$181K	0.02%	439
2019 Q1	$341K	Buy	8,110 +4,775	+143%	+$191K	0.03%	326
2018 Q4	$117K	Hold	3,335	–	–	0.01%	554
2018 Q3	$126K	Hold	3,335	–	–	0.01%	600
2018 Q2	$126K	Sell	3,335 -845	-20%	-$31.1K	0.01%	612
2018 Q1	$144K	Hold	4,180	–	–	0.01%	579
2017 Q4	$147K	Hold	4,180	–	–	0.01%	582
2017 Q3	$151K	Buy	4,180 +1,680	+67%	+$59K	0.02%	567
2017 Q2	$84K	Buy	2,500 +1,307	+110%	+$41.3K	0.01%	757
2017 Q1	$33K	Buy	+1,193	New	+$33K	﹤0.01%	928
2016 Q4	–	Sell	-80	Closed	-$2K	–	1841
2016 Q3	$2K	Buy	+80	New	+$2.14K	﹤0.01%	1572

Other funds holding TRNO

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TRNO Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Terreno Realty (TRNO) in Q1 2020, closing a stake of 3,883 shares — an estimated $210K sold.

Wealthspire Advisors (Maryland) first reported a position in TRNO in Q3 2016 and held it in 13 quarters. The position peaked at $341K in Q1 2019. 224 funds tracked by Wall St. Rank hold TRNO as of Q1 2020.

Wealthspire Advisors (Maryland) reported no remaining Terreno Realty position as of Q1 2020 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 3,883 Terreno Realty shares in Q1 2020, an estimated $210K.
Wealthspire Advisors (Maryland) first reported a position in Terreno Realty in Q3 2016 and held it in 13 quarters.
Wealthspire Advisors (Maryland)'s Terreno Realty position peaked at $341K in Q1 2019.
224 funds tracked by Wall St. Rank held Terreno Realty as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.