Acorn Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Acorn Wealth Advisors’s Portfolio DLR Stock Details DLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-93	Closed	-$10K	–	185
2018 Q2	$10K	Buy	93 +1	+1%	+$106	0.01%	510
2018 Q1	$10K	Buy	92 +1	+1%	+$106	0.01%	502
2017 Q4	$10K	Buy	+91	New	+$10.7K	0.01%	484

Other funds holding DLR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAMU

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Acorn Wealth Advisors's DLR Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Digital Realty Trust (DLR) in Q3 2018, closing a stake of 93 shares — an estimated $10K sold.

Acorn Wealth Advisors first reported a position in DLR in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q2 2018. 687 funds tracked by Wall St. Rank hold DLR as of Q3 2018.

Acorn Wealth Advisors reported no remaining Digital Realty Trust position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 93 Digital Realty Trust shares in Q3 2018, an estimated $10K.
Acorn Wealth Advisors first reported a position in Digital Realty Trust in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Digital Realty Trust position peaked at $10K in Q2 2018.
687 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.