PWM
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ParenteBeard Wealth Management’s Digital Realty Trust DLR Stock Holding History

ParenteBeard 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
2013
Q3 		– Sell
-4,713
Closed -$287K – 98
2013
Q2 		$287K Buy
+4,713
New +$308K 0.13% 79

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

ParenteBeard Wealth Management's DLR Position: Q3 2013 in Review

ParenteBeard Wealth Management sold out of Digital Realty Trust (DLR) in Q3 2013, closing a stake of 4,713 shares — an estimated $287K sold.

ParenteBeard Wealth Management first reported a position in DLR in Q2 2013 and held it in 1 quarter. The position peaked at $287K in Q2 2013. 376 funds tracked by Wall St. Rank hold DLR as of Q3 2013.

  • ParenteBeard Wealth Management reported no remaining Digital Realty Trust position as of Q3 2013 after selling out during the quarter.
  • ParenteBeard Wealth Management sold 4,713 Digital Realty Trust shares in Q3 2013, an estimated $287K.
  • ParenteBeard Wealth Management first reported a position in Digital Realty Trust in Q2 2013 and held it in 1 quarter.
  • ParenteBeard Wealth Management's Digital Realty Trust position peaked at $287K in Q2 2013.
  • 376 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2013.

Based on ParenteBeard Wealth Management's 13F filing for Q3 2013, filed 29 Oct 2013.