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Bellwether Investment Group’s Digital Realty Trust DLR Stock Holding History

Bellwether Investment Group’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
Q1 		– Sell
-657
Closed -$65K – 817
2016
Q4 		$65K Buy
+657
New +$61.1K 0.06% 239
2016
Q2 		$48K Buy
+444
New +$42.1K 0.05% 250

Other funds holding DLR

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bellwether Investment Group's DLR Position: Q1 2017 in Review

Bellwether Investment Group sold out of Digital Realty Trust (DLR) in Q1 2017, closing a stake of 657 shares — an estimated $65K sold.

Bellwether Investment Group first reported a position in DLR in Q2 2016 and held it in 2 quarters. The position peaked at $65K in Q4 2016. 557 funds tracked by Wall St. Rank hold DLR as of Q1 2017.

  • Bellwether Investment Group reported no remaining Digital Realty Trust position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 657 Digital Realty Trust shares in Q1 2017, an estimated $65K.
  • Bellwether Investment Group first reported a position in Digital Realty Trust in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Digital Realty Trust position peaked at $65K in Q4 2016.
  • 557 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.