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WFG Advisors’s Digital Realty Trust DLR Stock Holding History

WFG 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
2017
Q2 		$855K Buy
7,566
+4,338
+134% +$496K 0.19% 123
2017
Q1 		$343K Sell
3,228
-105
-3% -$11K 0.09% 236
2016
Q4 		$328K Buy
3,333
+112
+3% +$10.4K 0.08% 264
2016
Q3 		$313K Sell
3,221
-10,312
-76% -$1.05M 0.08% 261
2016
Q2 		$1.48M Sell
13,533
-103
-0.8% -$9.78K 0.39% 61
2016
Q1 		$1.21M Buy
13,636
+379
+3% +$30.7K 0.35% 70
2015
Q4 		$1M Sell
13,257
-296
-2% -$21.3K 0.3% 77
2015
Q3 		$885K Buy
13,553
+1,839
+16% +$120K 0.28% 81
2015
Q2 		$781K Buy
11,714
+1,155
+11% +$75.9K 0.22% 105
2015
Q1 		$696K Buy
10,559
+213
+2% +$14.6K 0.19% 120
2014
Q4 		$686K Buy
10,346
+973
+10% +$65K 0.14% 164
2014
Q3 		$585K Sell
9,373
-23
-0.2% -$1.46K 0.11% 217
2014
Q2 		$548K Buy
9,396
+6,784
+260% +$380K 0.1% 235
2014
Q1 		$139K Buy
2,612
+549
+27% +$28.6K 0.03% 525
2013
Q4 		$101K Sell
2,063
-890
-30% -$44.2K 0.01% 735
2013
Q3 		$157K Sell
2,953
-324
-10% -$18.4K 0.02% 561
2013
Q2 		$200K Buy
+3,277
New +$214K 0.03% 455

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFG Advisors's DLR Position: Q2 2017 in Review

WFG Advisors increased its Digital Realty Trust (DLR) stake by 134% in Q2 2017, buying an estimated $496K and bringing the position to 7,566 shares worth $855K. The position accounts for 0.19% of the portfolio, ranked #123.

WFG Advisors first reported a position in DLR in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.48M in Q2 2016. 588 funds tracked by Wall St. Rank hold DLR as of Q2 2017.

  • WFG Advisors held 7,566 shares of Digital Realty Trust worth $855K as of Q2 2017.
  • WFG Advisors bought 4,338 Digital Realty Trust shares in Q2 2017, an estimated $496K.
  • Digital Realty Trust made up 0.19% of WFG Advisors's portfolio in Q2 2017, its #123 holding.
  • WFG Advisors first reported a position in Digital Realty Trust in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Digital Realty Trust position peaked at $1.48M in Q2 2016.
  • 588 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.