Friedberg Investment Management’s Digital Realty Trust DLR Stock Holding History

Friedberg Investment 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
2017 Q3	$792K	Sell	6,690 -15,390	-70%	-$1.78M	1.28%	30
2017 Q2	$2.49M	Sell	22,080 -3,200	-13%	-$366K	1.07%	38
2017 Q1	$2.69M	Sell	25,280 -1,200	-5%	-$126K	1.14%	33
2016 Q4	$2.6M	Buy	26,480 +120	+0.5%	+$11.2K	1.19%	33
2016 Q3	$2.56M	Buy	26,360 +5,080	+24%	+$517K	1.1%	34
2016 Q2	$2.32M	Buy	21,280 +2,900	+16%	+$275K	1.1%	34
2016 Q1	$1.63M	Sell	18,380 -350	-2%	-$28.4K	0.81%	47
2015 Q4	$1.42M	Buy	18,730 +2,740	+17%	+$198K	0.69%	55
2015 Q3	$1.04M	Buy	15,990 +1,750	+12%	+$114K	0.5%	57
2015 Q2	$949K	Hold	14,240	–	–	0.36%	79
2015 Q1	$939K	Sell	14,240 -250	-2%	-$17.1K	0.34%	73
2014 Q4	$960K	Hold	14,490	–	–	0.38%	72
2014 Q3	$903K	Buy	+14,490	New	+$920K	0.35%	78
2014 Q1	–	Sell	-46,463	Closed	-$2.28M	–	96
2013 Q4	$2.28M	Sell	46,463 -25,480	-35%	-$1.27M	0.92%	44
2013 Q3	$3.82M	Sell	71,943 -2,460	-3%	-$140K	1.66%	20
2013 Q2	$4.54M	Buy	+74,403	New	+$4.86M	2.04%	13

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Friedberg Investment Management's DLR Position: Q3 2017 in Review

Friedberg Investment Management reduced its Digital Realty Trust (DLR) stake by 70% in Q3 2017, selling an estimated $1.78M and leaving 6,690 shares worth $792K. The position accounts for 1.28% of the portfolio, ranked #30.

Friedberg Investment Management first reported a position in DLR in Q2 2013 and has held it in 16 quarters since. The position peaked at $4.54M in Q2 2013. 638 funds tracked by Wall St. Rank hold DLR as of Q3 2017.

Friedberg Investment Management held 6,690 shares of Digital Realty Trust worth $792K as of Q3 2017.
Friedberg Investment Management sold 15,390 Digital Realty Trust shares in Q3 2017, an estimated $1.78M.
Digital Realty Trust made up 1.28% of Friedberg Investment Management's portfolio in Q3 2017, its #30 holding.
Friedberg Investment Management first reported a position in Digital Realty Trust in Q2 2013 and has held it in 16 quarters since.
Friedberg Investment Management's Digital Realty Trust position peaked at $4.54M in Q2 2013.
638 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2017.

Based on Friedberg Investment Management's 13F filing for Q3 2017, filed 8 Nov 2017.