AWM
HR

Aevitas Wealth Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

Aevitas Wealth Management’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-50
Closed -$1K – 485
2018
Q3 		$1K Hold
50
– – ﹤0.01% 454
2018
Q2 		$1K Hold
50
– – ﹤0.01% 428
2018
Q1 		$1K Hold
50
– – ﹤0.01% 446
2017
Q4 		$2K Buy
+50
New +$1.62K ﹤0.01% 407

Other funds holding HR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Aevitas Wealth Management's HR Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Healthcare Realty Trust Incorporated (HR) in Q4 2018, closing a stake of 50 shares — an estimated $1K sold.

Aevitas Wealth Management first reported a position in HR in Q4 2017 and held it in 4 quarters. The position peaked at $2K in Q4 2017. 238 funds tracked by Wall St. Rank hold HR as of Q4 2018.

  • Aevitas Wealth Management reported no remaining Healthcare Realty Trust Incorporated position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 50 Healthcare Realty Trust Incorporated shares in Q4 2018, an estimated $1K.
  • Aevitas Wealth Management first reported a position in Healthcare Realty Trust Incorporated in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's Healthcare Realty Trust Incorporated position peaked at $2K in Q4 2017.
  • 238 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.