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Independent Portfolio Consultants’s Digital Realty Trust DLR Stock Holding History

Independent Portfolio Consultants’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
2015
Q3 		– Sell
-200
Closed -$13K – 800
2015
Q2 		$13K Buy
+200
New +$13.1K ﹤0.01% 744
2013
Q3 		– Sell
-6,020
Closed -$367K – 439
2013
Q2 		$367K Buy
+6,020
New +$393K 0.16% 275

Other funds holding DLR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Independent Portfolio Consultants's DLR Position: Q3 2015 in Review

Independent Portfolio Consultants sold out of Digital Realty Trust (DLR) in Q3 2015, closing a stake of 200 shares — an estimated $13K sold.

Independent Portfolio Consultants first reported a position in DLR in Q2 2013 and held it in 2 quarters. The position peaked at $367K in Q2 2013. 420 funds tracked by Wall St. Rank hold DLR as of Q3 2015.

  • Independent Portfolio Consultants reported no remaining Digital Realty Trust position as of Q3 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 200 Digital Realty Trust shares in Q3 2015, an estimated $13K.
  • Independent Portfolio Consultants first reported a position in Digital Realty Trust in Q2 2013 and held it in 2 quarters.
  • Independent Portfolio Consultants's Digital Realty Trust position peaked at $367K in Q2 2013.
  • 420 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2015.

Based on Independent Portfolio Consultants's 13F filing for Q3 2015, filed 19 Oct 2015.