Blue Chip Partners’s Healthpeak Properties DOC Stock Holding History

Blue Chip 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
2016 Q4	–	Sell	-47,743	Closed	-$1.65M	–	125
2016 Q3	$1.65M	Sell	47,743 -3,431	-7%	-$120K	0.73%	46
2016 Q2	$1.65M	Sell	51,174 -184	-0.4%	-$5.71K	0.74%	47
2016 Q1	$1.52M	Buy	51,358 +1,105	+2%	+$33.1K	0.74%	48
2015 Q4	$1.75M	Buy	50,253 +7,675	+18%	+$257K	0.91%	44
2015 Q3	$1.44M	Buy	42,578 +10,810	+34%	+$374K	0.92%	43
2015 Q2	$1.05M	Buy	31,768 +406	+1%	+$14.8K	0.67%	47
2015 Q1	$1.23M	Sell	31,362 -453	-1%	-$18.2K	0.84%	41
2014 Q4	$1.28M	Buy	+31,815	New	+$1.26M	0.89%	39

Other funds holding DOC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blue Chip Partners's DOC Position: Q4 2016 in Review

Blue Chip Partners sold out of Healthpeak Properties (DOC) in Q4 2016, closing a stake of 47,743 shares — an estimated $1.65M sold.

Blue Chip Partners first reported a position in DOC in Q4 2014 and held it in 8 quarters. The position peaked at $1.75M in Q4 2015. 599 funds tracked by Wall St. Rank hold DOC as of Q4 2016.

Blue Chip Partners reported no remaining Healthpeak Properties position as of Q4 2016 after selling out during the quarter.
Blue Chip Partners sold 47,743 Healthpeak Properties shares in Q4 2016, an estimated $1.65M.
Blue Chip Partners first reported a position in Healthpeak Properties in Q4 2014 and held it in 8 quarters.
Blue Chip Partners's Healthpeak Properties position peaked at $1.75M in Q4 2015.
599 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2016.

Based on Blue Chip Partners's 13F filing for Q4 2016, filed 1 Feb 2017.