CWM
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Cornerstone Wealth Management’s Healthpeak Properties DOC Stock Holding History

Cornerstone Wealth Management’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
Q4 		– Sell
-9,516
Closed -$319K – 283
2016
Q3 		$319K Buy
+9,516
New +$333K 0.12% 172

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cornerstone Wealth Management's DOC Position: Q4 2016 in Review

Cornerstone Wealth Management sold out of Healthpeak Properties (DOC) in Q4 2016, closing a stake of 9,516 shares — an estimated $319K sold.

Cornerstone Wealth Management first reported a position in DOC in Q3 2016 and held it in 1 quarter. The position peaked at $319K in Q3 2016. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2016.

  • Cornerstone Wealth Management reported no remaining Healthpeak Properties position as of Q4 2016 after selling out during the quarter.
  • Cornerstone Wealth Management sold 9,516 Healthpeak Properties shares in Q4 2016, an estimated $319K.
  • Cornerstone Wealth Management first reported a position in Healthpeak Properties in Q3 2016 and held it in 1 quarter.
  • Cornerstone Wealth Management's Healthpeak Properties position peaked at $319K in Q3 2016.
  • 598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2016.

Based on Cornerstone Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.