YorkBridge Wealth Partners’s Digital Realty Trust DLR Stock Holding History

YorkBridge Wealth Partners’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	–	Sell	-150	Closed	-$17K	–	773
2018 Q2	$17K	Hold	150	–	–	0.01%	566
2018 Q1	$15K	Hold	150	–	–	0.01%	582
2017 Q4	$16K	Hold	150	–	–	0.01%	574
2017 Q3	$18K	Hold	150	–	–	0.01%	549
2017 Q2	$17K	Hold	150	–	–	0.01%	549
2017 Q1	$17K	Hold	150	–	–	0.01%	540
2016 Q4	$14K	Buy	+150	New	+$13.9K	0.01%	515

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

YorkBridge Wealth Partners's DLR Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Digital Realty Trust (DLR) in Q3 2018, closing a stake of 150 shares — an estimated $17K sold.

YorkBridge Wealth Partners first reported a position in DLR in Q4 2016 and held it in 7 quarters. The position peaked at $18K in Q3 2017. 687 funds tracked by Wall St. Rank hold DLR as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Digital Realty Trust position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 150 Digital Realty Trust shares in Q3 2018, an estimated $17K.
YorkBridge Wealth Partners first reported a position in Digital Realty Trust in Q4 2016 and held it in 7 quarters.
YorkBridge Wealth Partners's Digital Realty Trust position peaked at $18K in Q3 2017.
687 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.