CSIC
DOC icon

Clifford Swan Investment Counsel’s Healthpeak Properties DOC Stock Holding History

Clifford Swan Investment Counsel’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
2016
Q1 		– Sell
-6,423
Closed -$224K – 272
2015
Q4 		$224K Hold
6,423
– – 0.02% 245
2015
Q3 		$218K Hold
6,423
– – 0.02% 240
2015
Q2 		$213K Hold
6,423
– – 0.01% 244
2015
Q1 		$253K Buy
+6,423
New +$258K 0.02% 233

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clifford Swan Investment Counsel's DOC Position: Q1 2016 in Review

Clifford Swan Investment Counsel sold out of Healthpeak Properties (DOC) in Q1 2016, closing a stake of 6,423 shares — an estimated $224K sold.

Clifford Swan Investment Counsel first reported a position in DOC in Q1 2015 and held it in 4 quarters. The position peaked at $253K in Q1 2015. 602 funds tracked by Wall St. Rank hold DOC as of Q1 2016.

  • Clifford Swan Investment Counsel reported no remaining Healthpeak Properties position as of Q1 2016 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 6,423 Healthpeak Properties shares in Q1 2016, an estimated $224K.
  • Clifford Swan Investment Counsel first reported a position in Healthpeak Properties in Q1 2015 and held it in 4 quarters.
  • Clifford Swan Investment Counsel's Healthpeak Properties position peaked at $253K in Q1 2015.
  • 602 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2016.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2016, filed 16 May 2016.