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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Staton Financial Advisors's DLR Position: Q2 2017 in Review

Staton Financial Advisors reduced its Digital Realty Trust (DLR) stake by 1.8% in Q2 2017, selling an estimated $80.7K and leaving 37,844 shares worth $4.27M. The position accounts for 3.63% of the portfolio, ranked #9.

Staton Financial Advisors first reported a position in DLR in Q1 2015 and has held it in 10 quarters since. The position peaked at $5.69M in Q4 2015. 588 funds tracked by Wall St. Rank hold DLR as of Q2 2017.

Staton Financial Advisors held 37,844 shares of Digital Realty Trust worth $4.27M as of Q2 2017.
Staton Financial Advisors sold 705 Digital Realty Trust shares in Q2 2017, an estimated $80.7K.
Digital Realty Trust made up 3.63% of Staton Financial Advisors's portfolio in Q2 2017, its #9 holding.
Staton Financial Advisors first reported a position in Digital Realty Trust in Q1 2015 and has held it in 10 quarters since.
Staton Financial Advisors's Digital Realty Trust position peaked at $5.69M in Q4 2015.
588 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2017.

Based on Staton Financial Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.