CMBA
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C.M. Bidwell & Associates’s Healthcare Realty HR Stock Holding History

C.M. Bidwell & Associates’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
2014
Q3 		– Sell
-124,320
Closed -$2.99M – 253
2014
Q2 		$2.99M Buy
124,320
+121,410
+4,172% +$2.89M 0.68% 83
2014
Q1 		$66K Buy
+2,910
New +$63.4K 0.02% 195

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

C.M. Bidwell & Associates's HR Position: Q3 2014 in Review

C.M. Bidwell & Associates sold out of Healthcare Realty (HR) in Q3 2014, closing a stake of 124,320 shares — an estimated $2.99M sold.

C.M. Bidwell & Associates first reported a position in HR in Q1 2014 and held it in 2 quarters. The position peaked at $2.99M in Q2 2014. 220 funds tracked by Wall St. Rank hold HR as of Q3 2014.

  • C.M. Bidwell & Associates reported no remaining Healthcare Realty position as of Q3 2014 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 124,320 Healthcare Realty shares in Q3 2014, an estimated $2.99M.
  • C.M. Bidwell & Associates first reported a position in Healthcare Realty in Q1 2014 and held it in 2 quarters.
  • C.M. Bidwell & Associates's Healthcare Realty position peaked at $2.99M in Q2 2014.
  • 220 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2014.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2014, filed 14 Nov 2014.