CIBC Private Wealth Group
HR

CIBC Private Wealth Group’s Healthcare Realty Trust Incorporated HR Stock Holding History

CIBC Private Wealth Group’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
2018
Q3 		– Sell
-300
Closed -$9K – 2035
2018
Q2 		$9K Sell
300
-70
-19% -$1.93K ﹤0.01% 1609
2018
Q1 		$10K Buy
370
+70
+23% +$2K ﹤0.01% 1547
2017
Q4 		$10K Buy
+300
New +$9.74K ﹤0.01% 1562

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

CIBC Private Wealth Group's HR Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2018, closing a stake of 300 shares — an estimated $9K sold.

CIBC Private Wealth Group first reported a position in HR in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q1 2018. 240 funds tracked by Wall St. Rank hold HR as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 300 Healthcare Realty Trust Incorporated shares in Q3 2018, an estimated $9K.
  • CIBC Private Wealth Group first reported a position in Healthcare Realty Trust Incorporated in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's Healthcare Realty Trust Incorporated position peaked at $10K in Q1 2018.
  • 240 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.