Graybill Wealth Management’s Digital Realty Trust DLR Stock Holding History

Graybill Wealth 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
2018 Q4	–	Sell	-20,375	Closed	-$2.29M	–	50
2018 Q3	$2.29M	Buy	20,375 +20	+0.1%	+$2.39K	1.66%	38
2018 Q2	$2.27M	Sell	20,355 -680	-3%	-$72.1K	1.74%	33
2018 Q1	$2.22M	Sell	21,035 -340	-2%	-$35.9K	1.69%	34
2017 Q4	$2.44M	Buy	21,375 +90	+0.4%	+$10.6K	1.76%	34
2017 Q3	$2.52M	Buy	+21,285	New	+$2.46M	1.86%	31

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

Graybill Wealth Management's DLR Position: Q4 2018 in Review

Graybill Wealth Management sold out of Digital Realty Trust (DLR) in Q4 2018, closing a stake of 20,375 shares — an estimated $2.29M sold.

Graybill Wealth Management first reported a position in DLR in Q3 2017 and held it in 5 quarters. The position peaked at $2.52M in Q3 2017. 687 funds tracked by Wall St. Rank hold DLR as of Q4 2018.

Graybill Wealth Management reported no remaining Digital Realty Trust position as of Q4 2018 after selling out during the quarter.
Graybill Wealth Management sold 20,375 Digital Realty Trust shares in Q4 2018, an estimated $2.29M.
Graybill Wealth Management first reported a position in Digital Realty Trust in Q3 2017 and held it in 5 quarters.
Graybill Wealth Management's Digital Realty Trust position peaked at $2.52M in Q3 2017.
687 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2018.

Based on Graybill Wealth Management's 13F filing for Q4 2018, filed 6 Feb 2019.