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LBA Wealth Management’s Digital Realty Trust DLR Stock Holding History

LBA 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
2017
Q1 		$20K Sell
188
-1
-0.5% -$105 0.01% 269
2016
Q4 		$19K Buy
+189
New +$17.6K 0.01% 267

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LBA Wealth Management's DLR Position: Q1 2017 in Review

LBA Wealth Management reduced its Digital Realty Trust (DLR) stake by 0.53% in Q1 2017, selling an estimated $105 and leaving 188 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #269.

LBA Wealth Management first reported a position in DLR in Q4 2016 and has held it in 2 quarters since. 557 funds tracked by Wall St. Rank hold DLR as of Q1 2017.

  • LBA Wealth Management held 188 shares of Digital Realty Trust worth $20K as of Q1 2017.
  • LBA Wealth Management sold 1 Digital Realty Trust share in Q1 2017, an estimated $105.
  • Digital Realty Trust made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #269 holding.
  • LBA Wealth Management first reported a position in Digital Realty Trust in Q4 2016 and has held it in 2 quarters since.
  • 557 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.