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United Asset Strategies’s Digital Realty Trust DLR Stock Holding History

United Asset Strategies’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
2014
Q4 		– Sell
-6,661
Closed -$416K – 130
2014
Q3 		$416K Buy
6,661
+206
+3% +$13.1K 0.19% 91
2014
Q2 		$376K Sell
6,455
-75
-1% -$4.2K 0.18% 87
2014
Q1 		$347K Buy
+6,530
New +$340K 0.2% 81

Other funds holding DLR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

United Asset Strategies's DLR Position: Q4 2014 in Review

United Asset Strategies sold out of Digital Realty Trust (DLR) in Q4 2014, closing a stake of 6,661 shares — an estimated $416K sold.

United Asset Strategies first reported a position in DLR in Q1 2014 and held it in 3 quarters. The position peaked at $416K in Q3 2014. 411 funds tracked by Wall St. Rank hold DLR as of Q4 2014.

  • United Asset Strategies reported no remaining Digital Realty Trust position as of Q4 2014 after selling out during the quarter.
  • United Asset Strategies sold 6,661 Digital Realty Trust shares in Q4 2014, an estimated $416K.
  • United Asset Strategies first reported a position in Digital Realty Trust in Q1 2014 and held it in 3 quarters.
  • United Asset Strategies's Digital Realty Trust position peaked at $416K in Q3 2014.
  • 411 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2014.

Based on United Asset Strategies's 13F filing for Q4 2014, filed 17 Feb 2015.