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Measured Wealth Private Client Group’s Digital Realty Trust DLR Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-15
Closed -$1K – 251
2018
Q3 		$1K Buy
+15
New +$1.8K ﹤0.01% 791

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Measured Wealth Private Client Group's DLR Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Digital Realty Trust (DLR) in Q4 2018, closing a stake of 15 shares — an estimated $1K sold.

Measured Wealth Private Client Group first reported a position in DLR in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 687 funds tracked by Wall St. Rank hold DLR as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Digital Realty Trust position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 15 Digital Realty Trust shares in Q4 2018, an estimated $1K.
  • Measured Wealth Private Client Group first reported a position in Digital Realty Trust in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Digital Realty Trust position peaked at $1K in Q3 2018.
  • 687 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.