FFW
DLR icon

Fusion Family Wealth’s Digital Realty Trust DLR Stock Holding History

Fusion Family Wealth’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
Q2 		– Sell
-23
Closed -$2K – 293
2017
Q1 		$2K Sell
23
-181
-89% -$19K ﹤0.01% 268
2016
Q4 		$21K Buy
+204
New +$19K 0.01% 185

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fusion Family Wealth's DLR Position: Q2 2017 in Review

Fusion Family Wealth sold out of Digital Realty Trust (DLR) in Q2 2017, closing a stake of 23 shares — an estimated $2K sold.

Fusion Family Wealth first reported a position in DLR in Q4 2016 and held it in 2 quarters. The position peaked at $21K in Q4 2016. 588 funds tracked by Wall St. Rank hold DLR as of Q2 2017.

  • Fusion Family Wealth reported no remaining Digital Realty Trust position as of Q2 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 23 Digital Realty Trust shares in Q2 2017, an estimated $2K.
  • Fusion Family Wealth first reported a position in Digital Realty Trust in Q4 2016 and held it in 2 quarters.
  • Fusion Family Wealth's Digital Realty Trust position peaked at $21K in Q4 2016.
  • 588 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2017.

Based on Fusion Family Wealth's 13F filing for Q2 2017, filed 7 Aug 2017.