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Bar Harbor Wealth Management’s Healthpeak Properties DOC Stock Holding History

Bar Harbor Wealth Management’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
2017
Q4 		– Sell
-8,025
Closed -$224K – 314
2017
Q3 		$224K Sell
8,025
-3,389
-30% -$102K 0.03% 278
2017
Q2 		$365K Sell
11,414
-225
-2% -$7.13K 0.04% 224
2017
Q1 		$364K Sell
11,639
-10,675
-48% -$328K 0.04% 233
2016
Q4 		$663K Sell
22,314
-5,045
-18% -$154K 0.07% 187
2016
Q3 		$945K Sell
27,359
-409
-1% -$14.3K 0.11% 147
2016
Q2 		$895K Buy
27,768
+340
+1% +$10.6K 0.1% 153
2016
Q1 		$814K Buy
27,428
+2,431
+10% +$72.9K 0.1% 153
2015
Q4 		$870K Sell
24,997
-322
-1% -$10.8K 0.11% 143
2015
Q3 		$859K Buy
25,319
+11,743
+86% +$406K 0.11% 137
2015
Q2 		$451K Buy
13,576
+4,546
+50% +$165K 0.05% 193
2015
Q1 		$355K Buy
9,030
+544
+6% +$21.8K 0.04% 215
2014
Q4 		$340K Buy
8,486
+1,678
+25% +$66.6K 0.04% 217
2014
Q3 		$246K Buy
+6,808
New +$258K 0.03% 236

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Bar Harbor Wealth Management's DOC Position: Q4 2017 in Review

Bar Harbor Wealth Management sold out of Healthpeak Properties (DOC) in Q4 2017, closing a stake of 8,025 shares — an estimated $224K sold.

Bar Harbor Wealth Management first reported a position in DOC in Q3 2014 and held it in 13 quarters. The position peaked at $945K in Q3 2016. 581 funds tracked by Wall St. Rank hold DOC as of Q4 2017.

  • Bar Harbor Wealth Management reported no remaining Healthpeak Properties position as of Q4 2017 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 8,025 Healthpeak Properties shares in Q4 2017, an estimated $224K.
  • Bar Harbor Wealth Management first reported a position in Healthpeak Properties in Q3 2014 and held it in 13 quarters.
  • Bar Harbor Wealth Management's Healthpeak Properties position peaked at $945K in Q3 2016.
  • 581 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2017.

Based on Bar Harbor Wealth Management's 13F filing for Q4 2017, filed 17 Jan 2018.