Ropes Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Ropes Wealth 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
2019 Q1	–	Sell	-1,040	Closed	-$111K	–	514
2018 Q4	$111K	Sell	1,040 -185	-15%	-$20.4K	0.03%	253
2018 Q3	$138K	Hold	1,225	–	–	0.03%	250
2018 Q2	$137K	Sell	1,225 -500	-29%	-$53K	0.04%	255
2018 Q1	$182K	Hold	1,725	–	–	0.05%	226
2017 Q4	$196K	Hold	1,725	–	–	0.05%	218
2017 Q3	$204K	Sell	1,725 -75	-4%	-$8.67K	0.06%	212
2017 Q2	$203K	Buy	+1,800	New	+$206K	0.06%	210

Other funds holding DLR

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ropes Wealth Advisors's DLR Position: Q1 2019 in Review

Ropes Wealth Advisors sold out of Digital Realty Trust (DLR) in Q1 2019, closing a stake of 1,040 shares — an estimated $111K sold.

Ropes Wealth Advisors first reported a position in DLR in Q2 2017 and held it in 7 quarters. The position peaked at $204K in Q3 2017. 687 funds tracked by Wall St. Rank hold DLR as of Q1 2019.

Ropes Wealth Advisors reported no remaining Digital Realty Trust position as of Q1 2019 after selling out during the quarter.
Ropes Wealth Advisors sold 1,040 Digital Realty Trust shares in Q1 2019, an estimated $111K.
Ropes Wealth Advisors first reported a position in Digital Realty Trust in Q2 2017 and held it in 7 quarters.
Ropes Wealth Advisors's Digital Realty Trust position peaked at $204K in Q3 2017.
687 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2019.

Based on Ropes Wealth Advisors's 13F filing for Q1 2019, filed 15 Apr 2019.