West Coast Financial’s Digital Realty Trust DLR Stock Holding History

West Coast Financial’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	–	Sell	-2,597	Closed	-$276K	–	116
2017 Q1	$276K	Sell	2,597 -1,200	-32%	-$126K	0.09%	103
2016 Q4	$373K	Sell	3,797 -103	-3%	-$9.57K	0.12%	95
2016 Q3	$379K	Buy	+3,900	New	+$397K	0.12%	99

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

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

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

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 Boston, Massachusetts $1.9T AUM 41.92% 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

West Coast Financial's DLR Position: Q2 2017 in Review

West Coast Financial sold out of Digital Realty Trust (DLR) in Q2 2017, closing a stake of 2,597 shares — an estimated $276K sold.

West Coast Financial first reported a position in DLR in Q3 2016 and held it in 3 quarters. The position peaked at $379K in Q3 2016. 588 funds tracked by Wall St. Rank hold DLR as of Q2 2017.

West Coast Financial reported no remaining Digital Realty Trust position as of Q2 2017 after selling out during the quarter.
West Coast Financial sold 2,597 Digital Realty Trust shares in Q2 2017, an estimated $276K.
West Coast Financial first reported a position in Digital Realty Trust in Q3 2016 and held it in 3 quarters.
West Coast Financial's Digital Realty Trust position peaked at $379K in Q3 2016.
588 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2017.

Based on West Coast Financial's 13F filing for Q2 2017, filed 18 Jul 2017.