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Bowling Portfolio Management’s Digital Realty Trust DLR Stock Holding History

Bowling Portfolio 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
2017
Q4 		– Sell
-6,023
Closed -$713K – 363
2017
Q3 		$713K Buy
+6,023
New +$696K 0.11% 265

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bowling Portfolio Management's DLR Position: Q4 2017 in Review

Bowling Portfolio Management sold out of Digital Realty Trust (DLR) in Q4 2017, closing a stake of 6,023 shares — an estimated $713K sold.

Bowling Portfolio Management first reported a position in DLR in Q3 2017 and held it in 1 quarter. The position peaked at $713K in Q3 2017. 662 funds tracked by Wall St. Rank hold DLR as of Q4 2017.

  • Bowling Portfolio Management reported no remaining Digital Realty Trust position as of Q4 2017 after selling out during the quarter.
  • Bowling Portfolio Management sold 6,023 Digital Realty Trust shares in Q4 2017, an estimated $713K.
  • Bowling Portfolio Management first reported a position in Digital Realty Trust in Q3 2017 and held it in 1 quarter.
  • Bowling Portfolio Management's Digital Realty Trust position peaked at $713K in Q3 2017.
  • 662 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2017.

Based on Bowling Portfolio Management's 13F filing for Q4 2017, filed 22 Jan 2018.