Lourd Capital’s Digital Realty Trust DLR Stock Holding History

Lourd Capital’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 Q1	–	Sell	-3,469	Closed	-$370K	–	170
2018 Q4	$370K	Buy	3,469 +48	+1%	+$5.3K	0.03%	158
2018 Q3	$385K	Buy	+3,421	New	+$410K	0.02%	169
2018 Q1	–	Sell	-6,492	Closed	-$739K	–	172
2017 Q4	$739K	Buy	+6,492	New	+$764K	0.05%	102

Other funds holding DLR

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lourd Capital's DLR Position: Q1 2019 in Review

Lourd Capital sold out of Digital Realty Trust (DLR) in Q1 2019, closing a stake of 3,469 shares — an estimated $370K sold.

Lourd Capital first reported a position in DLR in Q4 2017 and held it in 3 quarters. The position peaked at $739K in Q4 2017. 687 funds tracked by Wall St. Rank hold DLR as of Q1 2019.

Lourd Capital reported no remaining Digital Realty Trust position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 3,469 Digital Realty Trust shares in Q1 2019, an estimated $370K.
Lourd Capital first reported a position in Digital Realty Trust in Q4 2017 and held it in 3 quarters.
Lourd Capital's Digital Realty Trust position peaked at $739K in Q4 2017.
687 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.