EWM
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Elite Wealth Management’s Digital Realty Trust DLR Stock Holding History

Elite 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 		$2K Buy
+17
New +$1.73K ﹤0.01% 202
2014
Q1 		– Sell
-125
Closed -$6K – 415
2013
Q4 		$6K Buy
+125
New +$6.21K ﹤0.01% 419

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

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

Elite Wealth Management opened a new position in Digital Realty Trust (DLR) in Q3 2016: 17 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #202 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in DLR as recently as Q4 2013.

Elite Wealth Management first reported a position in DLR in Q4 2013 and has held it in 2 quarters since. The position peaked at $6K in Q4 2013. 516 funds tracked by Wall St. Rank hold DLR as of Q3 2016.

  • Elite Wealth Management held 17 shares of Digital Realty Trust worth $2K as of Q3 2016.
  • Digital Realty Trust was a new Elite Wealth Management position in Q3 2016.
  • Digital Realty Trust made up ﹤0.01% of Elite Wealth Management's portfolio in Q3 2016, its #202 holding.
  • Elite Wealth Management first reported a position in Digital Realty Trust in Q4 2013 and has held it in 2 quarters since.
  • Elite Wealth Management's Digital Realty Trust position peaked at $6K in Q4 2013.
  • 516 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.