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Baltimore-Washington Financial Advisors’s Digital Realty Trust DLR Stock Holding History

Baltimore-Washington Financial 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
2014
Q3 		– Sell
-300
Closed -$17K – 297
2014
Q2 		$17K Buy
+300
New +$16.8K 0.01% 219
2014
Q1 		– Sell
-300
Closed -$15K – 242
2013
Q4 		$15K Hold
300
– – 0.01% 218
2013
Q3 		$16K Buy
+300
New +$17.1K 0.01% 165

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Baltimore-Washington Financial Advisors's DLR Position: Q3 2014 in Review

Baltimore-Washington Financial Advisors sold out of Digital Realty Trust (DLR) in Q3 2014, closing a stake of 300 shares — an estimated $17K sold.

Baltimore-Washington Financial Advisors first reported a position in DLR in Q3 2013 and held it in 3 quarters. The position peaked at $17K in Q2 2014. 376 funds tracked by Wall St. Rank hold DLR as of Q3 2014.

  • Baltimore-Washington Financial Advisors reported no remaining Digital Realty Trust position as of Q3 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 300 Digital Realty Trust shares in Q3 2014, an estimated $17K.
  • Baltimore-Washington Financial Advisors first reported a position in Digital Realty Trust in Q3 2013 and held it in 3 quarters.
  • Baltimore-Washington Financial Advisors's Digital Realty Trust position peaked at $17K in Q2 2014.
  • 376 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.