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Cetera Advisors’s Healthpeak Properties DOC Stock Holding History

Cetera 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
2017
Q3 		– Sell
-6,538
Closed -$208K – 842
2017
Q2 		$208K Sell
6,538
-7,525
-54% -$239K 0.01% 726
2017
Q1 		$440K Buy
14,063
+777
+6% +$23.9K 0.03% 476
2016
Q4 		$398K Sell
13,286
-1,065
-7% -$32.5K 0.03% 465
2016
Q3 		$495K Sell
14,351
-2,322
-14% -$81.2K 0.04% 412
2016
Q2 		$539K Buy
16,673
+2,212
+15% +$68.7K 0.04% 406
2016
Q1 		$426K Sell
14,461
-1,002
-6% -$30.1K 0.04% 434
2015
Q4 		$538K Sell
15,463
-3,920
-20% -$131K 0.05% 385
2015
Q3 		$657K Buy
19,383
+629
+3% +$21.7K 0.06% 314
2015
Q2 		$622K Buy
18,754
+324
+2% +$11.8K 0.05% 345
2015
Q1 		$725K Buy
18,430
+406
+2% +$16.3K 0.07% 311
2014
Q4 		$722K Buy
18,024
+4,239
+31% +$168K 0.07% 310
2014
Q3 		$500K Buy
13,785
+291
+2% +$11K 0.04% 349
2014
Q2 		$508K Sell
13,494
-406
-3% -$15.3K 0.06% 347
2014
Q1 		$493K Buy
13,900
+2,821
+25% +$97.4K 0.07% 313
2013
Q4 		$366K Buy
11,079
+881
+9% +$31.4K 0.05% 339
2013
Q3 		$378K Sell
10,198
-1,263
-11% -$49.2K 0.07% 281
2013
Q2 		$473K Buy
+11,461
New +$523K 0.1% 231

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cetera Advisors's DOC Position: Q3 2017 in Review

Cetera Advisors sold out of Healthpeak Properties (DOC) in Q3 2017, closing a stake of 6,538 shares — an estimated $208K sold.

Cetera Advisors first reported a position in DOC in Q2 2013 and held it in 17 quarters. The position peaked at $725K in Q1 2015. 573 funds tracked by Wall St. Rank hold DOC as of Q3 2017.

  • Cetera Advisors reported no remaining Healthpeak Properties position as of Q3 2017 after selling out during the quarter.
  • Cetera Advisors sold 6,538 Healthpeak Properties shares in Q3 2017, an estimated $208K.
  • Cetera Advisors first reported a position in Healthpeak Properties in Q2 2013 and held it in 17 quarters.
  • Cetera Advisors's Healthpeak Properties position peaked at $725K in Q1 2015.
  • 573 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2017.

Based on Cetera Advisors's 13F filing for Q3 2017, filed 16 Nov 2017.