Independent Order of Foresters’s Digital Realty Trust DLR Stock Holding History

Independent Order of Foresters’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 Q2	–	Sell	-2,737	Closed	-$288K	–	39
2018 Q1	$288K	Hold	2,737	–	–	0.27%	66
2017 Q4	$312K	Sell	2,737 -313	-10%	-$36.9K	0.28%	66
2017 Q3	$361K	Buy	3,050 +60	+2%	+$6.93K	0.3%	67
2017 Q2	$338K	Hold	2,990	–	–	0.28%	65
2017 Q1	$318K	Hold	2,990	–	–	0.27%	73
2016 Q4	$294K	Sell	2,990 -110	-4%	-$10.2K	0.25%	73
2016 Q3	$301K	Hold	3,100	–	–	0.25%	71
2016 Q2	$338K	Hold	3,100	–	–	0.25%	69
2016 Q1	$274K	Hold	3,100	–	–	0.21%	73
2015 Q4	$234K	Sell	3,100 -2,500	-45%	-$180K	0.18%	77
2015 Q3	$366K	Buy	5,600 +3,000	+115%	+$196K	0.31%	67
2015 Q2	$173K	Hold	2,600	–	–	0.16%	86
2015 Q1	$171K	Hold	2,600	–	–	0.16%	86
2014 Q4	$172K	Sell	2,600 -3,200	-55%	-$214K	0.18%	89
2014 Q3	$362K	Sell	5,800 -2,900	-33%	-$184K	0.36%	65
2014 Q2	$508K	Sell	8,700 -3,000	-26%	-$168K	0.46%	59
2014 Q1	$621K	Sell	11,700 -3,500	-23%	-$182K	0.57%	41
2013 Q4	$746K	Hold	15,200	–	–	0.74%	32
2013 Q3	$807K	Buy	15,200 +1,500	+11%	+$85.3K	0.79%	32
2013 Q2	$836K	Buy	+13,700	New	+$894K	0.84%	29

Other funds holding DLR

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

Independent Order of Foresters's DLR Position: Q2 2018 in Review

Independent Order of Foresters sold out of Digital Realty Trust (DLR) in Q2 2018, closing a stake of 2,737 shares — an estimated $288K sold.

Independent Order of Foresters first reported a position in DLR in Q2 2013 and held it in 20 quarters. The position peaked at $836K in Q2 2013. 649 funds tracked by Wall St. Rank hold DLR as of Q2 2018.

Independent Order of Foresters reported no remaining Digital Realty Trust position as of Q2 2018 after selling out during the quarter.
Independent Order of Foresters sold 2,737 Digital Realty Trust shares in Q2 2018, an estimated $288K.
Independent Order of Foresters first reported a position in Digital Realty Trust in Q2 2013 and held it in 20 quarters.
Independent Order of Foresters's Digital Realty Trust position peaked at $836K in Q2 2013.
649 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2018.

Based on Independent Order of Foresters's 13F filing for Q2 2018, filed 31 Jul 2018.