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Alpha Cubed Investments’s Healthcare Realty HR Stock Holding History

Alpha Cubed Investments’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
2017
Q1 		– Sell
-16,060
Closed -$468K – 196
2016
Q4 		$468K Sell
16,060
-2,709
-14% -$79.7K 0.11% 108
2016
Q3 		$612K Buy
+18,769
New +$621K 0.16% 88

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Alpha Cubed Investments's HR Position: Q1 2017 in Review

Alpha Cubed Investments sold out of Healthcare Realty (HR) in Q1 2017, closing a stake of 16,060 shares — an estimated $468K sold.

Alpha Cubed Investments first reported a position in HR in Q3 2016 and held it in 2 quarters. The position peaked at $612K in Q3 2016. 242 funds tracked by Wall St. Rank hold HR as of Q1 2017.

  • Alpha Cubed Investments reported no remaining Healthcare Realty position as of Q1 2017 after selling out during the quarter.
  • Alpha Cubed Investments sold 16,060 Healthcare Realty shares in Q1 2017, an estimated $468K.
  • Alpha Cubed Investments first reported a position in Healthcare Realty in Q3 2016 and held it in 2 quarters.
  • Alpha Cubed Investments's Healthcare Realty position peaked at $612K in Q3 2016.
  • 242 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2017.

Based on Alpha Cubed Investments's 13F filing for Q1 2017, filed 2 May 2017.