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Schneider Downs Wealth Management Advisors’s Digital Realty Trust DLR Stock Holding History

Schneider Downs Wealth Management 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
2017
Q3 		– Sell
-2,000
Closed -$226K – 43
2017
Q2 		$226K Hold
2,000
– – 0.15% 38
2017
Q1 		$213K Buy
+2,000
New +$210K 0.15% 41

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Daiwa Securities Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's DLR Position: Q3 2017 in Review

Schneider Downs Wealth Management Advisors sold out of Digital Realty Trust (DLR) in Q3 2017, closing a stake of 2,000 shares — an estimated $226K sold.

Schneider Downs Wealth Management Advisors first reported a position in DLR in Q1 2017 and held it in 2 quarters. The position peaked at $226K in Q2 2017. 638 funds tracked by Wall St. Rank hold DLR as of Q3 2017.

  • Schneider Downs Wealth Management Advisors reported no remaining Digital Realty Trust position as of Q3 2017 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 2,000 Digital Realty Trust shares in Q3 2017, an estimated $226K.
  • Schneider Downs Wealth Management Advisors first reported a position in Digital Realty Trust in Q1 2017 and held it in 2 quarters.
  • Schneider Downs Wealth Management Advisors's Digital Realty Trust position peaked at $226K in Q2 2017.
  • 638 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2017.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2017, filed 11 Oct 2017.