Winch Advisory Services’s Digital Realty Trust DLR Stock Holding History

Winch Advisory Services’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
2019 Q2	–	Sell	-28	Closed	-$3K	–	440
2019 Q1	$3K	Buy	+28	New	+$3.12K	﹤0.01%	281
2015 Q3	–	Sell	-531	Closed	-$35K	–	243
2015 Q2	$35K	Buy	+531	New	+$34.9K	0.02%	120

Other funds holding DLR

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winch Advisory Services's DLR Position: Q2 2019 in Review

Winch Advisory Services sold out of Digital Realty Trust (DLR) in Q2 2019, closing a stake of 28 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in DLR in Q2 2015 and held it in 2 quarters. The position peaked at $35K in Q2 2015. 696 funds tracked by Wall St. Rank hold DLR as of Q2 2019.

Winch Advisory Services reported no remaining Digital Realty Trust position as of Q2 2019 after selling out during the quarter.
Winch Advisory Services sold 28 Digital Realty Trust shares in Q2 2019, an estimated $3K.
Winch Advisory Services first reported a position in Digital Realty Trust in Q2 2015 and held it in 2 quarters.
Winch Advisory Services's Digital Realty Trust position peaked at $35K in Q2 2015.
696 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2019.

Based on Winch Advisory Services's 13F filing for Q2 2019, filed 7 Aug 2019.