CWS
DOC

Cypress Wealth Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Cypress Wealth 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
2019
Q4 		– Sell
-10,200
Closed -$181K – 266
2019
Q3 		$181K Hold
10,200
– – 0.05% 244
2019
Q2 		$178K Hold
10,200
– – 0.05% 249
2019
Q1 		$192K Buy
10,200
+200
+2% +$3.56K 0.06% 244
2018
Q4 		$160K Hold
10,000
– – 0.06% 209
2018
Q3 		$169K Hold
10,000
– – 0.06% 217
2018
Q2 		$159K Hold
10,000
– – 0.06% 216
2018
Q1 		$156K Hold
10,000
– – 0.07% 187
2017
Q4 		$180K Buy
+10,000
New +$179K 0.07% 198

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Cypress Wealth Services's DOC Position: Q4 2019 in Review

Cypress Wealth Services sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2019, closing a stake of 10,200 shares — an estimated $181K sold.

Cypress Wealth Services first reported a position in DOC in Q4 2017 and held it in 8 quarters. The position peaked at $192K in Q1 2019. 295 funds tracked by Wall St. Rank hold DOC as of Q4 2019.

  • Cypress Wealth Services reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2019 after selling out during the quarter.
  • Cypress Wealth Services sold 10,200 PHYSICIANS REALTY TRUST shares in Q4 2019, an estimated $181K.
  • Cypress Wealth Services first reported a position in PHYSICIANS REALTY TRUST in Q4 2017 and held it in 8 quarters.
  • Cypress Wealth Services's PHYSICIANS REALTY TRUST position peaked at $192K in Q1 2019.
  • 295 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2019.

Based on Cypress Wealth Services's 13F filing for Q4 2019, filed 14 Jan 2020.