Regal Wealth Group’s Digital Realty Trust DLR Stock Holding History

Regal Wealth 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
2016 Q4	–	Sell	-48	Closed	-$5K	–	163
2016 Q3	$5K	Hold	48	–	–	﹤0.01%	138
2016 Q2	$5K	Buy	+48	New	+$4.56K	﹤0.01%	141

Other funds holding DLR

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Regal Wealth Group's DLR Position: Q4 2016 in Review

Regal Wealth Group sold out of Digital Realty Trust (DLR) in Q4 2016, closing a stake of 48 shares — an estimated $5K sold.

Regal Wealth Group first reported a position in DLR in Q2 2016 and held it in 2 quarters. The position peaked at $5K in Q3 2016. 544 funds tracked by Wall St. Rank hold DLR as of Q4 2016.

Regal Wealth Group reported no remaining Digital Realty Trust position as of Q4 2016 after selling out during the quarter.
Regal Wealth Group sold 48 Digital Realty Trust shares in Q4 2016, an estimated $5K.
Regal Wealth Group first reported a position in Digital Realty Trust in Q2 2016 and held it in 2 quarters.
Regal Wealth Group's Digital Realty Trust position peaked at $5K in Q3 2016.
544 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2016.

Based on Regal Wealth Group's 13F filing for Q4 2016, filed 9 Aug 2017.