CWM
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Cranbrook Wealth Management’s Healthcare Realty HR Stock Holding History

Cranbrook Wealth Management’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
2014
Q1 		– Sell
-267
Closed -$5K – 183
2013
Q4 		$5K Buy
+267
New +$5.66K ﹤0.01% 182

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Cranbrook Wealth Management's HR Position: Q1 2014 in Review

Cranbrook Wealth Management sold out of Healthcare Realty (HR) in Q1 2014, closing a stake of 267 shares — an estimated $5K sold.

Cranbrook Wealth Management first reported a position in HR in Q4 2013 and held it in 1 quarter. The position peaked at $5K in Q4 2013. 202 funds tracked by Wall St. Rank hold HR as of Q1 2014.

  • Cranbrook Wealth Management reported no remaining Healthcare Realty position as of Q1 2014 after selling out during the quarter.
  • Cranbrook Wealth Management sold 267 Healthcare Realty shares in Q1 2014, an estimated $5K.
  • Cranbrook Wealth Management first reported a position in Healthcare Realty in Q4 2013 and held it in 1 quarter.
  • Cranbrook Wealth Management's Healthcare Realty position peaked at $5K in Q4 2013.
  • 202 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2014.

Based on Cranbrook Wealth Management's 13F filing for Q1 2014, filed 1 May 2014.