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Sound View Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Sound View 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 		$1.18M Buy
9,931
+958
+11% +$107K 0.37% 77
2018
Q4 		$956K Buy
+8,973
New +$991K 0.35% 84

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sound View Wealth Advisors's DLR Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Digital Realty Trust (DLR) stake by 11% in Q1 2019, buying an estimated $107K and bringing the position to 9,931 shares worth $1.18M. The position accounts for 0.37% of the portfolio, ranked #77.

Sound View Wealth Advisors first reported a position in DLR in Q4 2018 and has held it in 2 quarters since. 687 funds tracked by Wall St. Rank hold DLR as of Q1 2019.

  • Sound View Wealth Advisors held 9,931 shares of Digital Realty Trust worth $1.18M as of Q1 2019.
  • Sound View Wealth Advisors bought 958 Digital Realty Trust shares in Q1 2019, an estimated $107K.
  • Digital Realty Trust made up 0.37% of Sound View Wealth Advisors's portfolio in Q1 2019, its #77 holding.
  • Sound View Wealth Advisors first reported a position in Digital Realty Trust in Q4 2018 and has held it in 2 quarters since.
  • 687 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.