Edmond de Rothschild Holding’s Healthpeak Properties DOC Stock Holding History

Edmond de Rothschild Holding’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
2017 Q3	–	Sell	-350	Closed	-$11K	–	819
2017 Q2	$11K	Hold	350	–	–	﹤0.01%	757
2017 Q1	$11K	Hold	350	–	–	﹤0.01%	774
2016 Q4	$10K	Sell	350 -34	-9%	-$1.04K	﹤0.01%	762
2016 Q3	$13K	Hold	384	–	–	﹤0.01%	774
2016 Q2	$12K	Sell	384 -577	-60%	-$17.9K	﹤0.01%	752
2016 Q1	$29K	Buy	+961	New	+$28.8K	﹤0.01%	693

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Edmond de Rothschild Holding's DOC Position: Q3 2017 in Review

Edmond de Rothschild Holding sold out of Healthpeak Properties (DOC) in Q3 2017, closing a stake of 350 shares — an estimated $11K sold.

Edmond de Rothschild Holding first reported a position in DOC in Q1 2016 and held it in 6 quarters. The position peaked at $29K in Q1 2016. 573 funds tracked by Wall St. Rank hold DOC as of Q3 2017.

Edmond de Rothschild Holding reported no remaining Healthpeak Properties position as of Q3 2017 after selling out during the quarter.
Edmond de Rothschild Holding sold 350 Healthpeak Properties shares in Q3 2017, an estimated $11K.
Edmond de Rothschild Holding first reported a position in Healthpeak Properties in Q1 2016 and held it in 6 quarters.
Edmond de Rothschild Holding's Healthpeak Properties position peaked at $29K in Q1 2016.
573 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2017.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2017, filed 13 Nov 2017.