BIAS
DOC

Beacon Investment Advisory Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Beacon Investment Advisory Services’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
-18,034
Closed -$320K – 273
2017
Q3 		$320K Buy
+18,034
New +$333K 0.03% 225

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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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Beacon Investment Advisory Services's DOC Position: Q4 2017 in Review

Beacon Investment Advisory Services sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2017, closing a stake of 18,034 shares — an estimated $320K sold.

Beacon Investment Advisory Services first reported a position in DOC in Q3 2017 and held it in 1 quarter. The position peaked at $320K in Q3 2017. 258 funds tracked by Wall St. Rank hold DOC as of Q4 2017.

  • Beacon Investment Advisory Services reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2017 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 18,034 PHYSICIANS REALTY TRUST shares in Q4 2017, an estimated $320K.
  • Beacon Investment Advisory Services first reported a position in PHYSICIANS REALTY TRUST in Q3 2017 and held it in 1 quarter.
  • Beacon Investment Advisory Services's PHYSICIANS REALTY TRUST position peaked at $320K in Q3 2017.
  • 258 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2017.

Based on Beacon Investment Advisory Services's 13F filing for Q4 2017, filed 2 Feb 2018.