CFW
QTS

CA Family Wealth’s QTS REALTY TRUST, INC. QTS Stock Holding History

CA Family Wealth’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
2020
Q1 		$223K Sell
3,845
-2,758
-42% -$154K 0.23% 29
2019
Q4 		$358K Buy
+6,603
New +$346K 0.24% 42

Other funds holding QTS

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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CA Family Wealth's QTS Position: Q1 2020 in Review

CA Family Wealth reduced its QTS REALTY TRUST, INC. (QTS) stake by 42% in Q1 2020, selling an estimated $154K and leaving 3,845 shares worth $223K. The position accounts for 0.23% of the portfolio, ranked #29.

CA Family Wealth first reported a position in QTS in Q4 2019 and has held it in 2 quarters since. The position peaked at $358K in Q4 2019. 268 funds tracked by Wall St. Rank hold QTS as of Q1 2020.

  • CA Family Wealth held 3,845 shares of QTS REALTY TRUST, INC. worth $223K as of Q1 2020.
  • CA Family Wealth sold 2,758 QTS REALTY TRUST, INC. shares in Q1 2020, an estimated $154K.
  • QTS REALTY TRUST, INC. made up 0.23% of CA Family Wealth's portfolio in Q1 2020, its #29 holding.
  • CA Family Wealth first reported a position in QTS REALTY TRUST, INC. in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's QTS REALTY TRUST, INC. position peaked at $358K in Q4 2019.
  • 268 funds tracked by Wall St. Rank held QTS REALTY TRUST, INC. as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.