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Staton Financial Advisors’s Digital Realty Trust DLR Stock Holding History

Staton Financial 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
Q2 		$4.27M Sell
37,844
-705
-2% -$80.7K 3.63% 9
2017
Q1 		$4.1M Sell
38,549
-276
-0.7% -$29K 3.52% 9
2016
Q4 		$3.81M Sell
38,825
-175
-0.4% -$16.3K 3.44% 9
2016
Q3 		$3.79M Sell
39,000
-7,111
-15% -$723K 3.47% 10
2016
Q2 		$5.03M Sell
46,111
-11,078
-19% -$1.05M 4.6% 4
2016
Q1 		$5.06M Sell
57,189
-18,006
-24% -$1.46M 4.85% 4
2015
Q4 		$5.69M Sell
75,195
-4,360
-5% -$314K 5.82% 3
2015
Q3 		$5.2M Sell
79,555
-805
-1% -$52.5K 5.51% 3
2015
Q2 		$5.36M Buy
80,360
+1,520
+2% +$99.9K 5.09% 4
2015
Q1 		$5.2M Buy
+78,840
New +$5.41M 4.75% 6

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return