BerganKDV Wealth Management’s QTS REALTY TRUST, INC. QTS Stock Holding History

BerganKDV Wealth Management’s Portfolio QTS Stock Details QTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-208	Closed	-$13K	–	1023
2021 Q1	$13K	Buy	208 +2	+1%	+$125	﹤0.01%	549
2020 Q4	$13K	Buy	206 +1	+0.5%	+$63	﹤0.01%	533
2020 Q3	$13K	Buy	205 +2	+1%	+$133	﹤0.01%	486
2020 Q2	$13K	Sell	203 -37	-15%	-$2.33K	﹤0.01%	509
2020 Q1	$14K	Sell	240 -117	-33%	-$6.53K	﹤0.01%	463
2019 Q4	$19K	Buy	357 +3	+0.8%	+$157	﹤0.01%	460
2019 Q3	$18K	Buy	+354	New	+$16.8K	﹤0.01%	449
2019 Q2	–	Hold	0	–	–	–	461
2019 Q1	–	Hold	0	–	–	–	463
2018 Q4	–	Hold	0	–	–	–	447
2018 Q3	–	Hold	0	–	–	–	445
2018 Q2	–	Hold	0	–	–	–	475

Other funds holding QTS

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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

BerganKDV Wealth Management's QTS Position: Q2 2021 in Review

BerganKDV Wealth Management sold out of QTS REALTY TRUST, INC. (QTS) in Q2 2021, closing a stake of 208 shares — an estimated $13K sold.

BerganKDV Wealth Management first reported a position in QTS in Q3 2019 and held it in 7 quarters. The position peaked at $19K in Q4 2019. 312 funds tracked by Wall St. Rank hold QTS as of Q2 2021.

BerganKDV Wealth Management reported no remaining QTS REALTY TRUST, INC. position as of Q2 2021 after selling out during the quarter.
BerganKDV Wealth Management sold 208 QTS REALTY TRUST, INC. shares in Q2 2021, an estimated $13K.
BerganKDV Wealth Management first reported a position in QTS REALTY TRUST, INC. in Q3 2019 and held it in 7 quarters.
BerganKDV Wealth Management's QTS REALTY TRUST, INC. position peaked at $19K in Q4 2019.
312 funds tracked by Wall St. Rank held QTS REALTY TRUST, INC. as of Q2 2021.

Based on BerganKDV Wealth Management's 13F filing for Q2 2021, filed 10 Aug 2021.