Mosaic Family Wealth’s Digital Realty Trust DLR Stock Holding History

Mosaic Family Wealth’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 Q4	–	Sell	-80	Closed	-$9K	–	735
2017 Q3	$9K	Buy	+80	New	+$9.25K	﹤0.01%	580

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mosaic Family Wealth's DLR Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Digital Realty Trust (DLR) in Q4 2017, closing a stake of 80 shares — an estimated $9K sold.

Mosaic Family Wealth first reported a position in DLR in Q3 2017 and held it in 1 quarter. The position peaked at $9K in Q3 2017. 662 funds tracked by Wall St. Rank hold DLR as of Q4 2017.

Mosaic Family Wealth reported no remaining Digital Realty Trust position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 80 Digital Realty Trust shares in Q4 2017, an estimated $9K.
Mosaic Family Wealth first reported a position in Digital Realty Trust in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Digital Realty Trust position peaked at $9K in Q3 2017.
662 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.