IFWM
DLR icon

Institute for Wealth Management’s Digital Realty Trust DLR Stock Holding History

Institute for 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
2019
Q2 		– Sell
-7,693
Closed -$299K – 474
2019
Q1 		$299K Buy
+7,693
New +$858K 0.07% 335

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Institute for Wealth Management's DLR Position: Q2 2019 in Review

Institute for Wealth Management sold out of Digital Realty Trust (DLR) in Q2 2019, closing a stake of 7,693 shares — an estimated $299K sold.

Institute for Wealth Management first reported a position in DLR in Q1 2019 and held it in 1 quarter. The position peaked at $299K in Q1 2019. 696 funds tracked by Wall St. Rank hold DLR as of Q2 2019.

  • Institute for Wealth Management reported no remaining Digital Realty Trust position as of Q2 2019 after selling out during the quarter.
  • Institute for Wealth Management sold 7,693 Digital Realty Trust shares in Q2 2019, an estimated $299K.
  • Institute for Wealth Management first reported a position in Digital Realty Trust in Q1 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Digital Realty Trust position peaked at $299K in Q1 2019.
  • 696 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2019.

Based on Institute for Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.