OIM
DLR icon

Orca Investment Management’s Digital Realty Trust DLR Stock Holding History

Orca Investment 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
2014
Q4 		– Sell
-6,128
Closed -$382K – 80
2014
Q3 		$382K Sell
6,128
-60
-1% -$3.81K 0.33% 66
2014
Q2 		$361K Hold
6,188
– – 0.29% 75
2014
Q1 		$328K Sell
6,188
-28
-0.5% -$1.46K 0.27% 76
2013
Q4 		$305K Buy
+6,216
New +$309K 0.25% 79

Other funds holding DLR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Orca Investment Management's DLR Position: Q4 2014 in Review

Orca Investment Management sold out of Digital Realty Trust (DLR) in Q4 2014, closing a stake of 6,128 shares — an estimated $382K sold.

Orca Investment Management first reported a position in DLR in Q4 2013 and held it in 4 quarters. The position peaked at $382K in Q3 2014. 411 funds tracked by Wall St. Rank hold DLR as of Q4 2014.

  • Orca Investment Management reported no remaining Digital Realty Trust position as of Q4 2014 after selling out during the quarter.
  • Orca Investment Management sold 6,128 Digital Realty Trust shares in Q4 2014, an estimated $382K.
  • Orca Investment Management first reported a position in Digital Realty Trust in Q4 2013 and held it in 4 quarters.
  • Orca Investment Management's Digital Realty Trust position peaked at $382K in Q3 2014.
  • 411 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2014.

Based on Orca Investment Management's 13F filing for Q4 2014, filed 27 Jan 2015.