CFS
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Commonwealth Financial Services’s Healthpeak Properties DOC Stock Holding History

Commonwealth Financial Services’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
Q3 		– Sell
-2,196
Closed -$71K – 245
2016
Q2 		$71K Buy
+2,196
New +$68.2K 0.08% 79

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 $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $51.1B AUM 35.55% 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 $609B AUM 40.19% 1-Year Est. Return

Commonwealth Financial Services's DOC Position: Q3 2016 in Review

Commonwealth Financial Services sold out of Healthpeak Properties (DOC) in Q3 2016, closing a stake of 2,196 shares — an estimated $71K sold.

Commonwealth Financial Services first reported a position in DOC in Q2 2016 and held it in 1 quarter. The position peaked at $71K in Q2 2016. 608 funds tracked by Wall St. Rank hold DOC as of Q3 2016.

  • Commonwealth Financial Services reported no remaining Healthpeak Properties position as of Q3 2016 after selling out during the quarter.
  • Commonwealth Financial Services sold 2,196 Healthpeak Properties shares in Q3 2016, an estimated $71K.
  • Commonwealth Financial Services first reported a position in Healthpeak Properties in Q2 2016 and held it in 1 quarter.
  • Commonwealth Financial Services's Healthpeak Properties position peaked at $71K in Q2 2016.
  • 608 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2016.

Based on Commonwealth Financial Services's 13F filing for Q3 2016, filed 28 Oct 2016.