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Apriem Advisors’s Healthpeak Properties DOC Stock Holding History

Apriem Advisors’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-99
Closed -$3K – 500
2013
Q4 		$3K Hold
99
– – ﹤0.01% 446
2013
Q3 		$4K Hold
99
– – ﹤0.01% 419
2013
Q2 		$4K Buy
+99
New +$4.51K ﹤0.01% 393

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Apriem Advisors's DOC Position: Q1 2014 in Review

Apriem Advisors sold out of Healthpeak Properties (DOC) in Q1 2014, closing a stake of 99 shares — an estimated $3K sold.

Apriem Advisors first reported a position in DOC in Q2 2013 and held it in 3 quarters. The position peaked at $4K in Q3 2013. 572 funds tracked by Wall St. Rank hold DOC as of Q1 2014.

  • Apriem Advisors reported no remaining Healthpeak Properties position as of Q1 2014 after selling out during the quarter.
  • Apriem Advisors sold 99 Healthpeak Properties shares in Q1 2014, an estimated $3K.
  • Apriem Advisors first reported a position in Healthpeak Properties in Q2 2013 and held it in 3 quarters.
  • Apriem Advisors's Healthpeak Properties position peaked at $4K in Q3 2013.
  • 572 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2014.

Based on Apriem Advisors's 13F filing for Q1 2014, filed 13 May 2014.