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Reilly Financial Advisors’s Digital Realty Trust DLR Stock Holding History

Reilly Financial Advisors’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
-46
Closed -$3K – 829
2014
Q3 		$3K Hold
46
– – ﹤0.01% 708
2014
Q2 		$3K Hold
46
– – ﹤0.01% 744
2014
Q1 		$2K Sell
46
-18
-28% -$937 ﹤0.01% 755
2013
Q4 		$3K Hold
64
– – ﹤0.01% 745
2013
Q3 		$4K Sell
64
-133
-68% -$7.56K ﹤0.01% 619
2013
Q2 		$12K Buy
+197
New +$12.9K ﹤0.01% 434

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

Reilly Financial Advisors's DLR Position: Q4 2014 in Review

Reilly Financial Advisors sold out of Digital Realty Trust (DLR) in Q4 2014, closing a stake of 46 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in DLR in Q2 2013 and held it in 6 quarters. The position peaked at $12K in Q2 2013. 411 funds tracked by Wall St. Rank hold DLR as of Q4 2014.

  • Reilly Financial Advisors reported no remaining Digital Realty Trust position as of Q4 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 46 Digital Realty Trust shares in Q4 2014, an estimated $3K.
  • Reilly Financial Advisors first reported a position in Digital Realty Trust in Q2 2013 and held it in 6 quarters.
  • Reilly Financial Advisors's Digital Realty Trust position peaked at $12K in Q2 2013.
  • 411 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2014.

Based on Reilly Financial Advisors's 13F filing for Q4 2014, filed 16 Jan 2015.