CCWA
DOC icon

CLA (CliftonLarsonAllen) Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
Q1 		– Sell
-10,422
Closed -$310K – 133
2016
Q4 		$310K Sell
10,422
-1,235
-11% -$37.6K 0.04% 123
2016
Q3 		$403K Buy
+11,657
New +$408K 0.05% 114

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
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's DOC Position: Q1 2017 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Healthpeak Properties (DOC) in Q1 2017, closing a stake of 10,422 shares — an estimated $310K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in DOC in Q3 2016 and held it in 2 quarters. The position peaked at $403K in Q3 2016. 594 funds tracked by Wall St. Rank hold DOC as of Q1 2017.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Healthpeak Properties position as of Q1 2017 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 10,422 Healthpeak Properties shares in Q1 2017, an estimated $310K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Healthpeak Properties in Q3 2016 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Healthpeak Properties position peaked at $403K in Q3 2016.
  • 594 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2017.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2017, filed 1 May 2017.