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KMS Financial Services’s Digital Realty Trust DLR Stock Holding History

KMS Financial Services’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
2014
Q3 		– Sell
-5,139
Closed -$300K – 548
2014
Q2 		$300K Buy
+5,139
New +$288K 0.04% 383

Other funds holding DLR

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

KMS Financial Services's DLR Position: Q3 2014 in Review

KMS Financial Services sold out of Digital Realty Trust (DLR) in Q3 2014, closing a stake of 5,139 shares — an estimated $300K sold.

KMS Financial Services first reported a position in DLR in Q2 2014 and held it in 1 quarter. The position peaked at $300K in Q2 2014. 376 funds tracked by Wall St. Rank hold DLR as of Q3 2014.

  • KMS Financial Services reported no remaining Digital Realty Trust position as of Q3 2014 after selling out during the quarter.
  • KMS Financial Services sold 5,139 Digital Realty Trust shares in Q3 2014, an estimated $300K.
  • KMS Financial Services first reported a position in Digital Realty Trust in Q2 2014 and held it in 1 quarter.
  • KMS Financial Services's Digital Realty Trust position peaked at $300K in Q2 2014.
  • 376 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.