CHJWM
HCT

Carlton Hofferkamp & Jenks Wealth Management’s AMRICAN RLTY CAP HEALTHCARE TRUST INC. COMMON STOCK HCT Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’s Portfolio HCT Stock Details HCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-27,500
Closed -$327K – 67
2014
Q4 		$327K Sell
27,500
-85,500
-76% -$970K 0.29% 52
2014
Q3 		$1.19M Buy
+113,000
New +$1.21M 1.37% 28

Carlton Hofferkamp & Jenks Wealth Management's HCT Position: Q1 2015 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of AMRICAN RLTY CAP HEALTHCARE TRUST INC. COMMON STOCK (HCT) in Q1 2015, closing a stake of 27,500 shares — an estimated $327K sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in HCT in Q3 2014 and held it in 2 quarters. The position peaked at $1.19M in Q3 2014. 1 fund tracked by Wall St. Rank holds HCT as of Q1 2015.

  • Carlton Hofferkamp & Jenks Wealth Management reported no remaining AMRICAN RLTY CAP HEALTHCARE TRUST INC. COMMON STOCK position as of Q1 2015 after selling out during the quarter.
  • Carlton Hofferkamp & Jenks Wealth Management sold 27,500 AMRICAN RLTY CAP HEALTHCARE TRUST INC. COMMON STOCK shares in Q1 2015, an estimated $327K.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in AMRICAN RLTY CAP HEALTHCARE TRUST INC. COMMON STOCK in Q3 2014 and held it in 2 quarters.
  • Carlton Hofferkamp & Jenks Wealth Management's AMRICAN RLTY CAP HEALTHCARE TRUST INC. COMMON STOCK position peaked at $1.19M in Q3 2014.
  • 1 fund tracked by Wall St. Rank held AMRICAN RLTY CAP HEALTHCARE TRUST INC. COMMON STOCK as of Q1 2015.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q1 2015, filed 21 Apr 2015.