APP
DOC

Avantax Planning Partners’s PHYSICIANS REALTY TRUST 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
Q2 		– Sell
-1,596
Closed -$25K – 1900
2018
Q1 		$25K Buy
+1,596
New +$25K ﹤0.01% 703

Other funds holding DOC

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Avantax Planning Partners's DOC Position: Q2 2018 in Review

Avantax Planning Partners sold out of PHYSICIANS REALTY TRUST (DOC) in Q2 2018, closing a stake of 1,596 shares — an estimated $25K sold.

Avantax Planning Partners first reported a position in DOC in Q1 2018 and held it in 1 quarter. The position peaked at $25K in Q1 2018. 263 funds tracked by Wall St. Rank hold DOC as of Q2 2018.

  • Avantax Planning Partners reported no remaining PHYSICIANS REALTY TRUST position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,596 PHYSICIANS REALTY TRUST shares in Q2 2018, an estimated $25K.
  • Avantax Planning Partners first reported a position in PHYSICIANS REALTY TRUST in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's PHYSICIANS REALTY TRUST position peaked at $25K in Q1 2018.
  • 263 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.