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Community Financial Services Group’s Healthcare Realty HR Stock Holding History

Community Financial Services 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
2015
Q4 		– Sell
-537
Closed -$13K – 137
2015
Q3 		$13K Hold
537
– – 0.01% 208
2015
Q2 		$13K Hold
537
– – 0.01% 214
2015
Q1 		$15K Buy
+537
New +$15.1K 0.01% 208

Other funds holding HR

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Community Financial Services Group's HR Position: Q4 2015 in Review

Community Financial Services Group sold out of Healthcare Realty (HR) in Q4 2015, closing a stake of 537 shares — an estimated $13K sold.

Community Financial Services Group first reported a position in HR in Q1 2015 and held it in 3 quarters. The position peaked at $15K in Q1 2015. 205 funds tracked by Wall St. Rank hold HR as of Q4 2015.

  • Community Financial Services Group reported no remaining Healthcare Realty position as of Q4 2015 after selling out during the quarter.
  • Community Financial Services Group sold 537 Healthcare Realty shares in Q4 2015, an estimated $13K.
  • Community Financial Services Group first reported a position in Healthcare Realty in Q1 2015 and held it in 3 quarters.
  • Community Financial Services Group's Healthcare Realty position peaked at $15K in Q1 2015.
  • 205 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2015.

Based on Community Financial Services Group's 13F filing for Q4 2015, filed 8 Feb 2016.