BFS
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Bradley Foster & Sargent’s Healthcare Realty HR Stock Holding History

Bradley Foster & Sargent’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
2013
Q4 		– Sell
-22,000
Closed -$463K – 351
2013
Q3 		$463K Buy
22,000
+3,500
+19% +$75.5K 0.03% 244
2013
Q2 		$416K Buy
+18,500
New +$445K 0.03% 241

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCMA
Daiwa Capital Markets America New York $11.8B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Bradley Foster & Sargent's HR Position: Q4 2013 in Review

Bradley Foster & Sargent sold out of Healthcare Realty (HR) in Q4 2013, closing a stake of 22,000 shares — an estimated $463K sold.

Bradley Foster & Sargent first reported a position in HR in Q2 2013 and held it in 2 quarters. The position peaked at $463K in Q3 2013. 189 funds tracked by Wall St. Rank hold HR as of Q4 2013.

  • Bradley Foster & Sargent reported no remaining Healthcare Realty position as of Q4 2013 after selling out during the quarter.
  • Bradley Foster & Sargent sold 22,000 Healthcare Realty shares in Q4 2013, an estimated $463K.
  • Bradley Foster & Sargent first reported a position in Healthcare Realty in Q2 2013 and held it in 2 quarters.
  • Bradley Foster & Sargent's Healthcare Realty position peaked at $463K in Q3 2013.
  • 189 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2013.

Based on Bradley Foster & Sargent's 13F filing for Q4 2013, filed 14 Feb 2014.