CFN
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Cordasco Financial Network’s Healthpeak Properties DOC Stock Holding History

Cordasco Financial Network’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
-159
Closed -$6K – 252
2015
Q4 		$6K Hold
159
– – 0.01% 223
2015
Q3 		$5K Hold
159
– – ﹤0.01% 240
2015
Q2 		$5K Hold
159
– – ﹤0.01% 244
2015
Q1 		$6K Buy
+159
New +$6.38K ﹤0.01% 253

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

Cordasco Financial Network's DOC Position: Q1 2016 in Review

Cordasco Financial Network sold out of Healthpeak Properties (DOC) in Q1 2016, closing a stake of 159 shares — an estimated $6K sold.

Cordasco Financial Network first reported a position in DOC in Q1 2015 and held it in 4 quarters. The position peaked at $6K in Q4 2015. 603 funds tracked by Wall St. Rank hold DOC as of Q1 2016.

  • Cordasco Financial Network reported no remaining Healthpeak Properties position as of Q1 2016 after selling out during the quarter.
  • Cordasco Financial Network sold 159 Healthpeak Properties shares in Q1 2016, an estimated $6K.
  • Cordasco Financial Network first reported a position in Healthpeak Properties in Q1 2015 and held it in 4 quarters.
  • Cordasco Financial Network's Healthpeak Properties position peaked at $6K in Q4 2015.
  • 603 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2016.

Based on Cordasco Financial Network's 13F filing for Q1 2016, filed 25 Apr 2016.