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Bank of the West’s Healthpeak Properties DOC Stock Holding History

Bank of the West’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
2016
Q4 		– Sell
-8,684
Closed -$300K – 300
2016
Q3 		$300K Sell
8,684
-315
-4% -$11K 0.04% 250
2016
Q2 		$290K Sell
8,999
-9,598
-52% -$298K 0.04% 253
2016
Q1 		$552K Buy
18,597
+111
+0.6% +$3.33K 0.08% 194
2015
Q4 		$644K Buy
18,486
+1,057
+6% +$35.4K 0.09% 173
2015
Q3 		$591K Buy
17,429
+743
+4% +$25.7K 0.09% 177
2015
Q2 		$554K Sell
16,686
-727
-4% -$26.5K 0.08% 184
2015
Q1 		$686K Buy
17,413
+462
+3% +$18.5K 0.1% 167
2014
Q4 		$680K Buy
16,951
+658
+4% +$26.1K 0.1% 168
2014
Q3 		$590K Sell
16,293
-12,452
-43% -$472K 0.1% 158
2014
Q2 		$1.08M Sell
28,745
-8,067
-22% -$304K 0.17% 124
2014
Q1 		$1.3M Buy
36,812
+3,302
+10% +$114K 0.21% 116
2013
Q4 		$1.11M Sell
33,510
-425
-1% -$15.2K 0.18% 128
2013
Q3 		$1.27M Buy
33,935
+4,088
+14% +$159K 0.23% 111
2013
Q2 		$1.24M Buy
+29,847
New +$1.36M 0.23% 114

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of the West's DOC Position: Q4 2016 in Review

Bank of the West sold out of Healthpeak Properties (DOC) in Q4 2016, closing a stake of 8,684 shares — an estimated $300K sold.

Bank of the West first reported a position in DOC in Q2 2013 and held it in 14 quarters. The position peaked at $1.3M in Q1 2014. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2016.

  • Bank of the West reported no remaining Healthpeak Properties position as of Q4 2016 after selling out during the quarter.
  • Bank of the West sold 8,684 Healthpeak Properties shares in Q4 2016, an estimated $300K.
  • Bank of the West first reported a position in Healthpeak Properties in Q2 2013 and held it in 14 quarters.
  • Bank of the West's Healthpeak Properties position peaked at $1.3M in Q1 2014.
  • 598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2016.

Based on Bank of the West's 13F filing for Q4 2016, filed 12 Jan 2017.