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Financial Gravity Companies’s Digital Realty Trust DLR Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$320K Buy
+2,944
New +$325K 0.29% 55
2018
Q1 		$296K Buy
2,815
+312
+12% +$32.9K 0.3% 54
2017
Q4 		$280K Buy
+2,503
New +$295K 0.32% 57

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Gravity Companies's DLR Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Digital Realty Trust (DLR) in Q4 2018: 2,944 shares worth $320K. The stake represents 0.29% of the portfolio and ranks #55 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DLR as recently as Q1 2018.

Financial Gravity Companies first reported a position in DLR in Q4 2017 and has held it in 3 quarters since. 687 funds tracked by Wall St. Rank hold DLR as of Q4 2018.

  • Financial Gravity Companies held 2,944 shares of Digital Realty Trust worth $320K as of Q4 2018.
  • Digital Realty Trust was a new Financial Gravity Companies position in Q4 2018.
  • Digital Realty Trust made up 0.29% of Financial Gravity Companies's portfolio in Q4 2018, its #55 holding.
  • Financial Gravity Companies first reported a position in Digital Realty Trust in Q4 2017 and has held it in 3 quarters since.
  • 687 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.