CIBC Private Wealth Group
DOC icon

CIBC Private Wealth Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

CIBC Private Wealth Group’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
2018
Q4 		– Sell
-11,518
Closed -$194K – 1006
2018
Q3 		$194K Sell
11,518
-501
-4% -$8.3K ﹤0.01% 927
2018
Q2 		$192K Sell
12,019
-4,220
-26% -$63.8K ﹤0.01% 929
2018
Q1 		$253K Sell
16,239
-6,805
-30% -$107K ﹤0.01% 899
2017
Q4 		$415K Sell
23,044
-842,303
-97% -$15.1M ﹤0.01% 820
2017
Q3 		$15.3M Buy
+865,347
New +$16M 0.07% 230

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
Brookfield Corp
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PGGM Investments
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CIBC Private Wealth Group's DOC Position: Q4 2018 in Review

CIBC Private Wealth Group sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2018, closing a stake of 11,518 shares — an estimated $194K sold.

CIBC Private Wealth Group first reported a position in DOC in Q3 2017 and held it in 5 quarters. The position peaked at $15.3M in Q3 2017. 265 funds tracked by Wall St. Rank hold DOC as of Q4 2018.

  • CIBC Private Wealth Group reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 11,518 PHYSICIANS REALTY TRUST shares in Q4 2018, an estimated $194K.
  • CIBC Private Wealth Group first reported a position in PHYSICIANS REALTY TRUST in Q3 2017 and held it in 5 quarters.
  • CIBC Private Wealth Group's PHYSICIANS REALTY TRUST position peaked at $15.3M in Q3 2017.
  • 265 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2018.

Based on CIBC Private Wealth Group's 13F filing for Q4 2018, filed 5 Feb 2019.