CFA
DOC icon

Camarda Financial Advisors’s Healthpeak Properties DOC Stock Holding History

Camarda Financial Advisors’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
Q1 		– Sell
-3,777
Closed -$132K – 266
2015
Q4 		$132K Buy
3,777
+625
+20% +$20.9K 0.08% 123
2015
Q3 		$107K Sell
3,152
-532
-14% -$18.4K 0.07% 93
2015
Q2 		$122K Sell
3,684
-4,588
-55% -$167K 0.07% 93
2015
Q1 		$326K Sell
8,272
-146
-2% -$5.86K 0.18% 74
2014
Q4 		$338K Buy
8,418
+2,322
+38% +$92.1K 0.21% 70
2014
Q3 		$220K Buy
+6,096
New +$231K 0.15% 82

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Camarda Financial Advisors's DOC Position: Q1 2016 in Review

Camarda Financial Advisors sold out of Healthpeak Properties (DOC) in Q1 2016, closing a stake of 3,777 shares — an estimated $132K sold.

Camarda Financial Advisors first reported a position in DOC in Q3 2014 and held it in 6 quarters. The position peaked at $338K in Q4 2014. 603 funds tracked by Wall St. Rank hold DOC as of Q1 2016.

  • Camarda Financial Advisors reported no remaining Healthpeak Properties position as of Q1 2016 after selling out during the quarter.
  • Camarda Financial Advisors sold 3,777 Healthpeak Properties shares in Q1 2016, an estimated $132K.
  • Camarda Financial Advisors first reported a position in Healthpeak Properties in Q3 2014 and held it in 6 quarters.
  • Camarda Financial Advisors's Healthpeak Properties position peaked at $338K in Q4 2014.
  • 603 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2016.

Based on Camarda Financial Advisors's 13F filing for Q1 2016, filed 17 May 2016.