RFA
DLR.PRE

Reilly Financial Advisors’s DIGITAL REALTY TRUST, INC. REDEEMABLE PFD SER E DLR.PRE Stock Holding History

Reilly Financial Advisors’s Portfolio DLR.PRE Stock Details DLR.PRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-500
Closed -$12.9K – 1473
2015
Q3 		$13K Hold
500
– – ﹤0.01% 724
2015
Q2 		$13K Hold
500
– – ﹤0.01% 799
2015
Q1 		$13K Hold
500
– – ﹤0.01% 787
2014
Q4 		$13K Hold
500
– – ﹤0.01% 471
2014
Q3 		$13K Hold
500
– – ﹤0.01% 478
2014
Q2 		$13K Hold
500
– – ﹤0.01% 508
2014
Q1 		$12K Hold
500
– – ﹤0.01% 534
2013
Q4 		$11K Hold
500
– – ﹤0.01% 524
2013
Q3 		$12K Sell
500
-500
-50% -$12.1K ﹤0.01% 443
2013
Q2 		$26K Buy
+1,000
New +$26.6K 0.01% 315

Other funds holding DLR.PRE

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WRM
Westport Resources Management Westport, Connecticut $138M AUM 14.6% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return

Reilly Financial Advisors's DLR.PRE Position: Q4 2015 in Review

Reilly Financial Advisors sold out of DIGITAL REALTY TRUST, INC. REDEEMABLE PFD SER E (DLR.PRE) in Q4 2015, closing a stake of 500 shares — an estimated $12.9K sold.

Reilly Financial Advisors first reported a position in DLR.PRE in Q2 2013 and held it in 10 quarters. The position peaked at $26K in Q2 2013. 6 funds tracked by Wall St. Rank hold DLR.PRE as of Q4 2015.

  • Reilly Financial Advisors reported no remaining DIGITAL REALTY TRUST, INC. REDEEMABLE PFD SER E position as of Q4 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 500 DIGITAL REALTY TRUST, INC. REDEEMABLE PFD SER E shares in Q4 2015, an estimated $12.9K.
  • Reilly Financial Advisors first reported a position in DIGITAL REALTY TRUST, INC. REDEEMABLE PFD SER E in Q2 2013 and held it in 10 quarters.
  • Reilly Financial Advisors's DIGITAL REALTY TRUST, INC. REDEEMABLE PFD SER E position peaked at $26K in Q2 2013.
  • 6 funds tracked by Wall St. Rank held DIGITAL REALTY TRUST, INC. REDEEMABLE PFD SER E as of Q4 2015.

Based on Reilly Financial Advisors's 13F filing for Q4 2015, filed 22 Jan 2016.