Wealthfront’s Digital Realty Trust DLR Stock Holding History

Wealthfront’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
2018 Q3	$420K	Sell	3,736 -102	-3%	-$12.2K	﹤0.01%	405
2018 Q2	$428K	Sell	3,838 -211	-5%	-$22.4K	﹤0.01%	386
2018 Q1	$427K	Buy	4,049 +1,571	+63%	+$166K	﹤0.01%	396
2017 Q4	$282K	Buy	2,478 +588	+31%	+$69.2K	﹤0.01%	439
2017 Q3	$224K	Sell	1,890 -246	-12%	-$28.4K	﹤0.01%	473
2017 Q2	$241K	Buy	+2,136	New	+$244K	﹤0.01%	418
2015 Q4	–	Sell	-60	Closed	-$4K	–	470
2015 Q3	$4K	Buy	+60	New	+$3.91K	﹤0.01%	1121
2015 Q1	–	Sell	-15	Closed	-$1K	–	1207
2014 Q4	$1K	Buy	+15	New	+$1K	﹤0.01%	619

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

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

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

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

AAMU

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealthfront's DLR Position: Q3 2018 in Review

Wealthfront reduced its Digital Realty Trust (DLR) stake by 2.7% in Q3 2018, selling an estimated $12.2K and leaving 3,736 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Wealthfront first reported a position in DLR in Q4 2014 and has held it in 8 quarters since. The position peaked at $428K in Q2 2018. 688 funds tracked by Wall St. Rank hold DLR as of Q3 2018.

Wealthfront held 3,736 shares of Digital Realty Trust worth $420K as of Q3 2018.
Wealthfront sold 102 Digital Realty Trust shares in Q3 2018, an estimated $12.2K.
Digital Realty Trust made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #405 holding.
Wealthfront first reported a position in Digital Realty Trust in Q4 2014 and has held it in 8 quarters since.
Wealthfront's Digital Realty Trust position peaked at $428K in Q2 2018.
688 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.