WFG Advisors’s Prologis PLD Stock Holding History

WFG Advisors’s Portfolio PLD Stock Details PLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-97	Closed	-$5K	–	1637
2017 Q1	$5K	Hold	97	–	–	﹤0.01%	1225
2016 Q4	$5K	Hold	97	–	–	﹤0.01%	1274
2016 Q3	$5K	Hold	97	–	–	﹤0.01%	1277
2016 Q2	$5K	Hold	97	–	–	﹤0.01%	1247
2016 Q1	$4K	Hold	97	–	–	﹤0.01%	1242
2015 Q4	$4K	Hold	97	–	–	﹤0.01%	1276
2015 Q3	$4K	Hold	97	–	–	﹤0.01%	1308
2015 Q2	$4K	Hold	97	–	–	﹤0.01%	1391
2015 Q1	$4K	Hold	97	–	–	﹤0.01%	1424
2014 Q4	$4K	Hold	97	–	–	﹤0.01%	1712
2014 Q3	$4K	Hold	97	–	–	﹤0.01%	1729
2014 Q2	$4K	Hold	97	–	–	﹤0.01%	1713
2014 Q1	$4K	Hold	97	–	–	﹤0.01%	1681
2013 Q4	$4K	Hold	97	–	–	﹤0.01%	1811
2013 Q3	$4K	Hold	97	–	–	﹤0.01%	1798
2013 Q2	$4K	Buy	+97	New	+$3.94K	﹤0.01%	1731

Other funds holding PLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return