Polaris Wealth Advisory Group’s Digital Realty Trust DLR Stock Holding History

Polaris Wealth Advisory Group’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
2018 Q4	–	Sell	-165	Closed	-$19K	–	221
2018 Q3	$19K	Buy	+165	New	+$19.8K	﹤0.01%	333
2016 Q2	–	Sell	-3,321	Closed	-$294K	–	112
2016 Q1	$294K	Sell	3,321 -6,665	-67%	-$540K	0.05%	91
2015 Q4	$755K	Buy	+9,986	New	+$720K	0.12%	68

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Polaris Wealth Advisory Group's DLR Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Digital Realty Trust (DLR) in Q4 2018, closing a stake of 165 shares — an estimated $19K sold.

Polaris Wealth Advisory Group first reported a position in DLR in Q4 2015 and held it in 3 quarters. The position peaked at $755K in Q4 2015. 688 funds tracked by Wall St. Rank hold DLR as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Digital Realty Trust position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 165 Digital Realty Trust shares in Q4 2018, an estimated $19K.
Polaris Wealth Advisory Group first reported a position in Digital Realty Trust in Q4 2015 and held it in 3 quarters.
Polaris Wealth Advisory Group's Digital Realty Trust position peaked at $755K in Q4 2015.
688 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.