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

Merriman 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
2019 Q1	–	Sell	-2,235	Closed	-$234K	–	209
2018 Q4	$234K	Hold	2,235	–	–	0.05%	142
2018 Q3	$251K	Hold	2,235	–	–	0.05%	151
2018 Q2	$249K	Sell	2,235 -160	-7%	-$17K	0.06%	148
2018 Q1	$252K	Hold	2,395	–	–	0.07%	162
2017 Q4	$273K	Hold	2,395	–	–	0.07%	147
2017 Q3	$283K	Buy	+2,395	New	+$277K	0.07%	130

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

Merriman Wealth Management's DLR Position: Q1 2019 in Review

Merriman Wealth Management sold out of Digital Realty Trust (DLR) in Q1 2019, closing a stake of 2,235 shares — an estimated $234K sold.

Merriman Wealth Management first reported a position in DLR in Q3 2017 and held it in 6 quarters. The position peaked at $283K in Q3 2017. 687 funds tracked by Wall St. Rank hold DLR as of Q1 2019.

Merriman Wealth Management reported no remaining Digital Realty Trust position as of Q1 2019 after selling out during the quarter.
Merriman Wealth Management sold 2,235 Digital Realty Trust shares in Q1 2019, an estimated $234K.
Merriman Wealth Management first reported a position in Digital Realty Trust in Q3 2017 and held it in 6 quarters.
Merriman Wealth Management's Digital Realty Trust position peaked at $283K in Q3 2017.
687 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2019.

Based on Merriman Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.