Apriem Advisors’s Digital Realty Trust DLR Stock Holding History

Apriem 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
2017 Q2	–	Sell	-80	Closed	-$9K	–	236
2017 Q1	$9K	Hold	80	–	–	﹤0.01%	422
2016 Q4	$8K	Hold	80	–	–	﹤0.01%	455
2016 Q3	$8K	Hold	80	–	–	﹤0.01%	420
2016 Q2	$9K	Hold	80	–	–	﹤0.01%	424
2016 Q1	$7K	Hold	80	–	–	﹤0.01%	399
2015 Q4	$6K	Hold	80	–	–	﹤0.01%	416
2015 Q3	$5K	Hold	80	–	–	﹤0.01%	407
2015 Q2	$5K	Hold	80	–	–	﹤0.01%	482
2015 Q1	$5K	Hold	80	–	–	﹤0.01%	471
2014 Q4	$5K	Hold	80	–	–	﹤0.01%	427
2014 Q3	$5K	Hold	80	–	–	﹤0.01%	438
2014 Q2	$5K	Hold	80	–	–	﹤0.01%	390
2014 Q1	$4K	Hold	80	–	–	﹤0.01%	418
2013 Q4	$4K	Buy	80 +40	+100%	+$1.99K	﹤0.01%	423
2013 Q3	$2K	Hold	40	–	–	﹤0.01%	452
2013 Q2	$2K	Buy	+40	New	+$2.61K	﹤0.01%	423

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Apriem Advisors's DLR Position: Q2 2017 in Review

Apriem Advisors sold out of Digital Realty Trust (DLR) in Q2 2017, closing a stake of 80 shares — an estimated $9K sold.

Apriem Advisors first reported a position in DLR in Q2 2013 and held it in 16 quarters. The position peaked at $9K in Q1 2017. 588 funds tracked by Wall St. Rank hold DLR as of Q2 2017.

Apriem Advisors reported no remaining Digital Realty Trust position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 80 Digital Realty Trust shares in Q2 2017, an estimated $9K.
Apriem Advisors first reported a position in Digital Realty Trust in Q2 2013 and held it in 16 quarters.
Apriem Advisors's Digital Realty Trust position peaked at $9K in Q1 2017.
588 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.