Joel Isaacson & Co’s Digital Realty Trust DLR Stock Holding History

Joel Isaacson & Co’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 Q4	–	Sell	-330	Closed	-$32K	–	655
2016 Q3	$32K	Hold	330	–	–	0.01%	395
2016 Q2	$36K	Hold	330	–	–	0.01%	373
2016 Q1	$29K	Hold	330	–	–	0.01%	420
2015 Q4	$25K	Buy	330 +20	+6%	+$1.44K	0.01%	436
2015 Q3	$20K	Hold	310	–	–	0.01%	476
2015 Q2	$21K	Hold	310	–	–	0.01%	490
2015 Q1	$20K	Hold	310	–	–	0.01%	486
2014 Q4	$21K	Buy	+310	New	+$20.7K	0.01%	426

Other funds holding DLR

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Joel Isaacson & Co's DLR Position: Q4 2016 in Review

Joel Isaacson & Co sold out of Digital Realty Trust (DLR) in Q4 2016, closing a stake of 330 shares — an estimated $32K sold.

Joel Isaacson & Co first reported a position in DLR in Q4 2014 and held it in 8 quarters. The position peaked at $36K in Q2 2016. 544 funds tracked by Wall St. Rank hold DLR as of Q4 2016.

Joel Isaacson & Co reported no remaining Digital Realty Trust position as of Q4 2016 after selling out during the quarter.
Joel Isaacson & Co sold 330 Digital Realty Trust shares in Q4 2016, an estimated $32K.
Joel Isaacson & Co first reported a position in Digital Realty Trust in Q4 2014 and held it in 8 quarters.
Joel Isaacson & Co's Digital Realty Trust position peaked at $36K in Q2 2016.
544 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2016.

Based on Joel Isaacson & Co's 13F filing for Q4 2016, filed 24 Jan 2017.