Westover Capital Advisors’s Digital Realty Trust DLR Stock Holding History

Westover Capital 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
2018 Q1	–	Sell	-6,742	Closed	-$768K	–	111
2017 Q4	$768K	Sell	6,742 -331	-5%	-$39K	0.42%	70
2017 Q3	$837K	Sell	7,073 -3,760	-35%	-$435K	0.49%	55
2017 Q2	$1.22M	Sell	10,833 -86	-0.8%	-$9.84K	0.81%	42
2017 Q1	$1.16M	Sell	10,919 -34	-0.3%	-$3.58K	0.77%	43
2016 Q4	$1.08M	Buy	10,953 +8,660	+378%	+$805K	0.77%	41
2016 Q3	$223K	Buy	+2,293	New	+$233K	0.17%	84

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

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

Westover Capital Advisors's DLR Position: Q1 2018 in Review

Westover Capital Advisors sold out of Digital Realty Trust (DLR) in Q1 2018, closing a stake of 6,742 shares — an estimated $768K sold.

Westover Capital Advisors first reported a position in DLR in Q3 2016 and held it in 6 quarters. The position peaked at $1.22M in Q2 2017. 638 funds tracked by Wall St. Rank hold DLR as of Q1 2018.

Westover Capital Advisors reported no remaining Digital Realty Trust position as of Q1 2018 after selling out during the quarter.
Westover Capital Advisors sold 6,742 Digital Realty Trust shares in Q1 2018, an estimated $768K.
Westover Capital Advisors first reported a position in Digital Realty Trust in Q3 2016 and held it in 6 quarters.
Westover Capital Advisors's Digital Realty Trust position peaked at $1.22M in Q2 2017.
638 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2018.

Based on Westover Capital Advisors's 13F filing for Q1 2018, filed 11 May 2018.