Gideon Capital Advisors’s Digital Realty Trust DLR Stock Holding History

Gideon Capital Advisors’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	–	Sell	-22,932	Closed	-$2.58M	–	403
2018 Q3	$2.58M	Buy	+22,932	New	+$2.75M	1.21%	11
2017 Q3	–	Sell	-2,414	Closed	-$273K	–	298
2017 Q2	$273K	Buy	+2,414	New	+$276K	0.3%	148
2016 Q4	–	Sell	-4,007	Closed	-$389K	–	413
2016 Q3	$389K	Buy	+4,007	New	+$408K	0.24%	116
2015 Q4	–	Sell	-3,080	Closed	-$201K	–	212
2015 Q3	$201K	Buy	+3,080	New	+$201K	0.12%	193
2015 Q2	–	Sell	-15,086	Closed	-$995K	–	255
2015 Q1	$995K	Sell	15,086 -8,179	-35%	-$561K	0.4%	95
2014 Q4	$1.54M	Buy	+23,265	New	+$1.55M	0.73%	42

Other funds holding DLR

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gideon Capital Advisors's DLR Position: Q4 2018 in Review

Gideon Capital Advisors sold out of Digital Realty Trust (DLR) in Q4 2018, closing a stake of 22,932 shares — an estimated $2.58M sold.

Gideon Capital Advisors first reported a position in DLR in Q4 2014 and held it in 6 quarters. The position peaked at $2.58M in Q3 2018. 687 funds tracked by Wall St. Rank hold DLR as of Q4 2018.

Gideon Capital Advisors reported no remaining Digital Realty Trust position as of Q4 2018 after selling out during the quarter.
Gideon Capital Advisors sold 22,932 Digital Realty Trust shares in Q4 2018, an estimated $2.58M.
Gideon Capital Advisors first reported a position in Digital Realty Trust in Q4 2014 and held it in 6 quarters.
Gideon Capital Advisors's Digital Realty Trust position peaked at $2.58M in Q3 2018.
687 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2018.

Based on Gideon Capital Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.