Madison Investment Holdings’s Digital Realty Trust DLR Stock Holding History

Madison Investment Holdings’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 Q2	–	Sell	-140,680	Closed	-$15M	–	253
2017 Q1	$15M	Sell	140,680 -8,500	-6%	-$894K	0.28%	113
2016 Q4	$14.7M	Sell	149,180 -8,000	-5%	-$744K	0.28%	111
2016 Q3	$15.3M	Sell	157,180 -9,500	-6%	-$966K	0.3%	102
2016 Q2	$18.2M	Sell	166,680 -10,500	-6%	-$997K	0.38%	95
2016 Q1	$15.7M	Buy	+177,180	New	+$14.4M	0.33%	99

Other funds holding DLR

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 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

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

Madison Investment Holdings's DLR Position: Q2 2017 in Review

Madison Investment Holdings sold out of Digital Realty Trust (DLR) in Q2 2017, closing a stake of 140,680 shares — an estimated $15M sold.

Madison Investment Holdings first reported a position in DLR in Q1 2016 and held it in 5 quarters. The position peaked at $18.2M in Q2 2016. 588 funds tracked by Wall St. Rank hold DLR as of Q2 2017.

Madison Investment Holdings reported no remaining Digital Realty Trust position as of Q2 2017 after selling out during the quarter.
Madison Investment Holdings sold 140,680 Digital Realty Trust shares in Q2 2017, an estimated $15M.
Madison Investment Holdings first reported a position in Digital Realty Trust in Q1 2016 and held it in 5 quarters.
Madison Investment Holdings's Digital Realty Trust position peaked at $18.2M in Q2 2016.
588 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2017.

Based on Madison Investment Holdings's 13F filing for Q2 2017, filed 14 Aug 2017.