IP
DLR.PRH.CL

Intellectus Partners’s Digital Realty Trust, Inc. DLR.PRH.CL Stock Holding History

Intellectus Partners’s Portfolio DLR.PRH.CL Stock Details DLR.PRH.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-77
Closed -$2K – 748
2017
Q3 		$2K Hold
77
– – ﹤0.01% 742
2017
Q2 		$2K Sell
77
-17
-18% -$471 ﹤0.01% 731
2017
Q1 		$3K Buy
94
+68
+262% +$1.85K ﹤0.01% 646
2016
Q4 		$1K Buy
+26
New +$707 ﹤0.01% 679

Other funds holding DLR.PRH.CL

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Intellectus Partners's DLR.PRH.CL Position: Q4 2017 in Review

Intellectus Partners sold out of Digital Realty Trust, Inc. (DLR.PRH.CL) in Q4 2017, closing a stake of 77 shares — an estimated $2K sold.

Intellectus Partners first reported a position in DLR.PRH.CL in Q4 2016 and held it in 4 quarters. The position peaked at $3K in Q1 2017. 4 funds tracked by Wall St. Rank hold DLR.PRH.CL as of Q4 2017.

  • Intellectus Partners reported no remaining Digital Realty Trust, Inc. position as of Q4 2017 after selling out during the quarter.
  • Intellectus Partners sold 77 Digital Realty Trust, Inc. shares in Q4 2017, an estimated $2K.
  • Intellectus Partners first reported a position in Digital Realty Trust, Inc. in Q4 2016 and held it in 4 quarters.
  • Intellectus Partners's Digital Realty Trust, Inc. position peaked at $3K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Digital Realty Trust, Inc. as of Q4 2017.

Based on Intellectus Partners's 13F filing for Q4 2017, filed 13 Feb 2018.