LPL Financial
DLR.PRI

LPL Financial’s DIGITAL RLTY TR INC PFD SR I % (MD) DLR.PRI Stock Holding History

LPL Financial’s Portfolio DLR.PRI Stock Details DLR.PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-14,720
Closed -$380K – 3093
2016
Q1 		$380K Buy
+14,720
New +$372K ﹤0.01% 2356

Other funds holding DLR.PRI

SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
WRM
Westport Resources Management Westport, Connecticut $138M AUM 14.6% 1-Year Est. Return

LPL Financial's DLR.PRI Position: Q2 2016 in Review

LPL Financial sold out of DIGITAL RLTY TR INC PFD SR I % (MD) (DLR.PRI) in Q2 2016, closing a stake of 14,720 shares — an estimated $380K sold.

LPL Financial first reported a position in DLR.PRI in Q1 2016 and held it in 1 quarter. The position peaked at $380K in Q1 2016. 6 funds tracked by Wall St. Rank hold DLR.PRI as of Q2 2016.

  • LPL Financial reported no remaining DIGITAL RLTY TR INC PFD SR I % (MD) position as of Q2 2016 after selling out during the quarter.
  • LPL Financial sold 14,720 DIGITAL RLTY TR INC PFD SR I % (MD) shares in Q2 2016, an estimated $380K.
  • LPL Financial first reported a position in DIGITAL RLTY TR INC PFD SR I % (MD) in Q1 2016 and held it in 1 quarter.
  • LPL Financial's DIGITAL RLTY TR INC PFD SR I % (MD) position peaked at $380K in Q1 2016.
  • 6 funds tracked by Wall St. Rank held DIGITAL RLTY TR INC PFD SR I % (MD) as of Q2 2016.

Based on LPL Financial's 13F filing for Q2 2016, filed 15 Aug 2016.