WWM
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Willingdon Wealth Management’s Prologis PLD Stock Holding History

Willingdon Wealth Management’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
2020
Q1 		– Sell
-8
Closed -$1K – 367
2019
Q4 		$1K Sell
8
-20
-71% -$1.77K ﹤0.01% 365
2019
Q3 		$2K Buy
+28
New +$2.32K ﹤0.01% 364

Other funds holding PLD

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
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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Willingdon Wealth Management's PLD Position: Q1 2020 in Review

Willingdon Wealth Management sold out of Prologis (PLD) in Q1 2020, closing a stake of 8 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in PLD in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 869 funds tracked by Wall St. Rank hold PLD as of Q1 2020.

  • Willingdon Wealth Management reported no remaining Prologis position as of Q1 2020 after selling out during the quarter.
  • Willingdon Wealth Management sold 8 Prologis shares in Q1 2020, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Prologis in Q3 2019 and held it in 2 quarters.
  • Willingdon Wealth Management's Prologis position peaked at $2K in Q3 2019.
  • 869 funds tracked by Wall St. Rank held Prologis as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.