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Edge Wealth Management’s Digital Realty Trust DLR Stock Holding History

Edge Wealth 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
2016
Q3 		– Sell
-6
Closed -$1K – 496
2016
Q2 		$1K Hold
6
– – ﹤0.01% 423
2016
Q1 		$1K Hold
6
– – ﹤0.01% 400
2015
Q4 		$1K Hold
6
– – ﹤0.01% 415
2015
Q3 		$1K Hold
6
– – ﹤0.01% 416
2015
Q2 		$0 Hold
6
– – ﹤0.01% 432
2015
Q1 		$1K Buy
+6
New +$411 ﹤0.01% 406

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Edge Wealth Management's DLR Position: Q3 2016 in Review

Edge Wealth Management sold out of Digital Realty Trust (DLR) in Q3 2016, closing a stake of 6 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in DLR in Q1 2015 and held it in 6 quarters. The position peaked at $1K in Q2 2016. 516 funds tracked by Wall St. Rank hold DLR as of Q3 2016.

  • Edge Wealth Management reported no remaining Digital Realty Trust position as of Q3 2016 after selling out during the quarter.
  • Edge Wealth Management sold 6 Digital Realty Trust shares in Q3 2016, an estimated $1K.
  • Edge Wealth Management first reported a position in Digital Realty Trust in Q1 2015 and held it in 6 quarters.
  • Edge Wealth Management's Digital Realty Trust position peaked at $1K in Q2 2016.
  • 516 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2016.

Based on Edge Wealth Management's 13F filing for Q3 2016, filed 13 Oct 2016.