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

Gupta 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
2016 Q1	–	Sell	-1,150	Closed	-$87K	–	1172
2015 Q4	$87K	Buy	1,150 +1,000	+667%	+$72.1K	0.02%	343
2015 Q3	$10K	Sell	150 -490	-77%	-$32K	﹤0.01%	904
2015 Q2	$43K	Buy	640 +500	+357%	+$32.9K	0.01%	499
2015 Q1	$9K	Buy	+140	New	+$9.6K	﹤0.01%	779

Other funds holding DLR

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Gupta Wealth Management's DLR Position: Q1 2016 in Review

Gupta Wealth Management sold out of Digital Realty Trust (DLR) in Q1 2016, closing a stake of 1,150 shares — an estimated $87K sold.

Gupta Wealth Management first reported a position in DLR in Q1 2015 and held it in 4 quarters. The position peaked at $87K in Q4 2015. 460 funds tracked by Wall St. Rank hold DLR as of Q1 2016.

Gupta Wealth Management reported no remaining Digital Realty Trust position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 1,150 Digital Realty Trust shares in Q1 2016, an estimated $87K.
Gupta Wealth Management first reported a position in Digital Realty Trust in Q1 2015 and held it in 4 quarters.
Gupta Wealth Management's Digital Realty Trust position peaked at $87K in Q4 2015.
460 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.