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Formidable Asset Management’s Digital Realty Trust DLR Stock Holding History

Formidable Asset 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
Q2 		– Sell
-85
Closed -$7K – 228
2016
Q1 		$7K Sell
85
-150
-64% -$12.2K ﹤0.01% 377
2015
Q4 		$18K Buy
+235
New +$16.9K 0.01% 310

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Formidable Asset Management's DLR Position: Q2 2016 in Review

Formidable Asset Management sold out of Digital Realty Trust (DLR) in Q2 2016, closing a stake of 85 shares — an estimated $7K sold.

Formidable Asset Management first reported a position in DLR in Q4 2015 and held it in 2 quarters. The position peaked at $18K in Q4 2015. 525 funds tracked by Wall St. Rank hold DLR as of Q2 2016.

  • Formidable Asset Management reported no remaining Digital Realty Trust position as of Q2 2016 after selling out during the quarter.
  • Formidable Asset Management sold 85 Digital Realty Trust shares in Q2 2016, an estimated $7K.
  • Formidable Asset Management first reported a position in Digital Realty Trust in Q4 2015 and held it in 2 quarters.
  • Formidable Asset Management's Digital Realty Trust position peaked at $18K in Q4 2015.
  • 525 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2016.

Based on Formidable Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.