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MYCIO Wealth Partners’s Digital Realty Trust DLR Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-264
Closed -$26K – 323
2016
Q3 		$26K Buy
264
+188
+247% +$19.1K ﹤0.01% 438
2016
Q2 		$8K Hold
76
– – ﹤0.01% 586
2016
Q1 		$7K Buy
+76
New +$6.16K ﹤0.01% 560

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

MYCIO Wealth Partners's DLR Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Digital Realty Trust (DLR) in Q4 2016, closing a stake of 264 shares — an estimated $26K sold.

MYCIO Wealth Partners first reported a position in DLR in Q1 2016 and held it in 3 quarters. The position peaked at $26K in Q3 2016. 544 funds tracked by Wall St. Rank hold DLR as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Digital Realty Trust position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 264 Digital Realty Trust shares in Q4 2016, an estimated $26K.
  • MYCIO Wealth Partners first reported a position in Digital Realty Trust in Q1 2016 and held it in 3 quarters.
  • MYCIO Wealth Partners's Digital Realty Trust position peaked at $26K in Q3 2016.
  • 544 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.