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Monroe Bank & Trust’s Digital Realty Trust DLR Stock Holding History

Monroe Bank & Trust’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
2013
Q4 		– Sell
-100
Closed -$5K – 295
2013
Q3 		$5K Hold
100
– – ﹤0.01% 275
2013
Q2 		$6K Buy
+100
New +$6.53K ﹤0.01% 259

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Monroe Bank & Trust's DLR Position: Q4 2013 in Review

Monroe Bank & Trust sold out of Digital Realty Trust (DLR) in Q4 2013, closing a stake of 100 shares — an estimated $5K sold.

Monroe Bank & Trust first reported a position in DLR in Q2 2013 and held it in 2 quarters. The position peaked at $6K in Q2 2013. 370 funds tracked by Wall St. Rank hold DLR as of Q4 2013.

  • Monroe Bank & Trust reported no remaining Digital Realty Trust position as of Q4 2013 after selling out during the quarter.
  • Monroe Bank & Trust sold 100 Digital Realty Trust shares in Q4 2013, an estimated $5K.
  • Monroe Bank & Trust first reported a position in Digital Realty Trust in Q2 2013 and held it in 2 quarters.
  • Monroe Bank & Trust's Digital Realty Trust position peaked at $6K in Q2 2013.
  • 370 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2013.

Based on Monroe Bank & Trust's 13F filing for Q4 2013, filed 6 Jan 2014.