DWM
HR

Doyle Wealth Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

Doyle 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
2019
Q3 		– Sell
-71
Closed -$2K – 866
2019
Q2 		$2K Buy
+71
New +$2.25K ﹤0.01% 803
2019
Q1 		– Sell
-71
Closed -$2K – 876
2018
Q4 		$2K Buy
+71
New +$2.06K ﹤0.01% 812

Other funds holding HR

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Doyle Wealth Management's HR Position: Q3 2019 in Review

Doyle Wealth Management sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2019, closing a stake of 71 shares — an estimated $2K sold.

Doyle Wealth Management first reported a position in HR in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 260 funds tracked by Wall St. Rank hold HR as of Q3 2019.

  • Doyle Wealth Management reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 71 Healthcare Realty Trust Incorporated shares in Q3 2019, an estimated $2K.
  • Doyle Wealth Management first reported a position in Healthcare Realty Trust Incorporated in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Healthcare Realty Trust Incorporated position peaked at $2K in Q2 2019.
  • 260 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.