Efficient Advisors’s Healthcare Realty HR Stock Holding History

Efficient Advisors’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
2016 Q4	–	Sell	-14,642	Closed	-$478K	–	67
2016 Q3	$478K	Buy	+14,642	New	+$485K	0.07%	56

Other funds holding HR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Efficient Advisors's HR Position: Q4 2016 in Review

Efficient Advisors sold out of Healthcare Realty (HR) in Q4 2016, closing a stake of 14,642 shares — an estimated $478K sold.

Efficient Advisors first reported a position in HR in Q3 2016 and held it in 1 quarter. The position peaked at $478K in Q3 2016. 248 funds tracked by Wall St. Rank hold HR as of Q4 2016.

Efficient Advisors reported no remaining Healthcare Realty position as of Q4 2016 after selling out during the quarter.
Efficient Advisors sold 14,642 Healthcare Realty shares in Q4 2016, an estimated $478K.
Efficient Advisors first reported a position in Healthcare Realty in Q3 2016 and held it in 1 quarter.
Efficient Advisors's Healthcare Realty position peaked at $478K in Q3 2016.
248 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2016.

Based on Efficient Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.