SevenBridge Financial Group’s Digital Realty Trust, Inc. DLR.PRH.CL Stock Holding History

SevenBridge Financial Group’s Portfolio DLR.PRH.CL Stock Details DLR.PRH.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-1,000	Closed	-$27K	–	666
2017 Q3	$27K	Buy	+1,000	New	+$27.1K	0.02%	340
2016 Q3	–	Sell	-1,000	Closed	-$29K	–	705
2016 Q2	$29K	Sell	1,000 -26,750	-96%	-$752K	0.02%	352
2016 Q1	$1M	Buy	+27,750	New	+$757K	0.09%	42

Other funds holding DLR.PRH.CL

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SevenBridge Financial Group's DLR.PRH.CL Position: Q4 2017 in Review

SevenBridge Financial Group sold out of Digital Realty Trust, Inc. (DLR.PRH.CL) in Q4 2017, closing a stake of 1,000 shares — an estimated $27K sold.

SevenBridge Financial Group first reported a position in DLR.PRH.CL in Q1 2016 and held it in 3 quarters. The position peaked at $1M in Q1 2016. 4 funds tracked by Wall St. Rank hold DLR.PRH.CL as of Q4 2017.

SevenBridge Financial Group reported no remaining Digital Realty Trust, Inc. position as of Q4 2017 after selling out during the quarter.
SevenBridge Financial Group sold 1,000 Digital Realty Trust, Inc. shares in Q4 2017, an estimated $27K.
SevenBridge Financial Group first reported a position in Digital Realty Trust, Inc. in Q1 2016 and held it in 3 quarters.
SevenBridge Financial Group's Digital Realty Trust, Inc. position peaked at $1M in Q1 2016.
4 funds tracked by Wall St. Rank held Digital Realty Trust, Inc. as of Q4 2017.

Based on SevenBridge Financial Group's 13F filing for Q4 2017, filed 20 Feb 2018.