Benjamin F. Edwards & Company’s Healthcare Realty HR Stock Holding History

Benjamin F. Edwards & Company’s Portfolio HR Stock Details HR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-500	Closed	-$15K	–	1785
2019 Q4	$15K	Hold	500	–	–	﹤0.01%	1310
2019 Q3	$15K	Buy	+500	New	+$14K	﹤0.01%	1281
2016 Q1	–	Sell	-357	Closed	-$10K	–	1142
2015 Q4	$10K	Buy	357 +4	+1%	+$103	﹤0.01%	838
2015 Q3	$9K	Buy	353 +4	+1%	+$99	﹤0.01%	890
2015 Q2	$8K	Buy	349 +4	+1%	+$102	﹤0.01%	968
2015 Q1	$10K	Buy	+345	New	+$9.7K	﹤0.01%	895

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Benjamin F. Edwards & Company's HR Position: Q1 2020 in Review

Benjamin F. Edwards & Company sold out of Healthcare Realty (HR) in Q1 2020, closing a stake of 500 shares — an estimated $15K sold.

Benjamin F. Edwards & Company first reported a position in HR in Q1 2015 and held it in 6 quarters. The position peaked at $15K in Q4 2019. 341 funds tracked by Wall St. Rank hold HR as of Q1 2020.

Benjamin F. Edwards & Company reported no remaining Healthcare Realty position as of Q1 2020 after selling out during the quarter.
Benjamin F. Edwards & Company sold 500 Healthcare Realty shares in Q1 2020, an estimated $15K.
Benjamin F. Edwards & Company first reported a position in Healthcare Realty in Q1 2015 and held it in 6 quarters.
Benjamin F. Edwards & Company's Healthcare Realty position peaked at $15K in Q4 2019.
341 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2020, filed 7 May 2020.