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Avantax Planning Partners’s Healthpeak Properties DOC Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-955
Closed -$25K – 503
2018
Q3 		$25K Buy
+955
New +$25.1K ﹤0.01% 645
2018
Q2 		– Sell
-1,210
Closed -$28K – 536
2018
Q1 		$28K Buy
+1,210
New +$28.1K ﹤0.01% 665

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Avantax Planning Partners's DOC Position: Q4 2018 in Review

Avantax Planning Partners sold out of Healthpeak Properties (DOC) in Q4 2018, closing a stake of 955 shares — an estimated $25K sold.

Avantax Planning Partners first reported a position in DOC in Q1 2018 and held it in 2 quarters. The position peaked at $28K in Q1 2018. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Healthpeak Properties position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 955 Healthpeak Properties shares in Q4 2018, an estimated $25K.
  • Avantax Planning Partners first reported a position in Healthpeak Properties in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Healthpeak Properties position peaked at $28K in Q1 2018.
  • 598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.