Aevitas Wealth Management’s Digital Realty Trust DLR Stock Holding History

Aevitas Wealth Management’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 Q4	–	Sell	-19	Closed	-$2K	–	409
2018 Q3	$2K	Buy	19 +1	+6%	+$120	﹤0.01%	421
2018 Q2	$2K	Hold	18	–	–	﹤0.01%	398
2018 Q1	$2K	Hold	18	–	–	﹤0.01%	403
2017 Q4	$2K	Buy	+18	New	+$2.12K	﹤0.01%	399

Other funds holding DLR

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

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Aevitas Wealth Management's DLR Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Digital Realty Trust (DLR) in Q4 2018, closing a stake of 19 shares — an estimated $2K sold.

Aevitas Wealth Management first reported a position in DLR in Q4 2017 and held it in 4 quarters. The position peaked at $2K in Q3 2018. 687 funds tracked by Wall St. Rank hold DLR as of Q4 2018.

Aevitas Wealth Management reported no remaining Digital Realty Trust position as of Q4 2018 after selling out during the quarter.
Aevitas Wealth Management sold 19 Digital Realty Trust shares in Q4 2018, an estimated $2K.
Aevitas Wealth Management first reported a position in Digital Realty Trust in Q4 2017 and held it in 4 quarters.
Aevitas Wealth Management's Digital Realty Trust position peaked at $2K in Q3 2018.
687 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.