Wealthcare Capital Management’s Digital Realty Trust DLR Stock Holding History

Wealthcare Capital Management’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
2020 Q1	–	Sell	-20	Closed	-$2K	–	353
2019 Q4	$2K	Buy	+20	New	+$2.46K	﹤0.01%	432
2018 Q1	–	Sell	-16	Closed	-$2K	–	211
2017 Q4	$2K	Buy	+16	New	+$1.88K	﹤0.01%	191
2015 Q3	–	Sell	-127	Closed	–	–	282
2015 Q2	$0	Sell	127 -446	-78%	-$29.3K	﹤0.01%	511
2015 Q1	$38K	Buy	+573	New	+$39.3K	﹤0.01%	300

Other funds holding DLR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Capital Management's DLR Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Digital Realty Trust (DLR) in Q1 2020, closing a stake of 20 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in DLR in Q1 2015 and held it in 4 quarters. The position peaked at $38K in Q1 2015. 817 funds tracked by Wall St. Rank hold DLR as of Q1 2020.

Wealthcare Capital Management reported no remaining Digital Realty Trust position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 20 Digital Realty Trust shares in Q1 2020, an estimated $2K.
Wealthcare Capital Management first reported a position in Digital Realty Trust in Q1 2015 and held it in 4 quarters.
Wealthcare Capital Management's Digital Realty Trust position peaked at $38K in Q1 2015.
817 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.