Elite Wealth Management’s Healthcare Realty HR Stock Holding History

Elite 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	-2,500	Closed	-$49K	–	480
2013 Q4	$49K	Hold	2,500	–	–	0.04%	160
2013 Q3	$53K	Buy	+2,500	New	+$54K	0.05%	164

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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 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

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

Elite Wealth Management sold out of Healthcare Realty (HR) in Q1 2014, closing a stake of 2,500 shares — an estimated $49K sold.

Elite Wealth Management first reported a position in HR in Q3 2013 and held it in 2 quarters. The position peaked at $53K in Q3 2013. 202 funds tracked by Wall St. Rank hold HR as of Q1 2014.

Elite Wealth Management reported no remaining Healthcare Realty position as of Q1 2014 after selling out during the quarter.
Elite Wealth Management sold 2,500 Healthcare Realty shares in Q1 2014, an estimated $49K.
Elite Wealth Management first reported a position in Healthcare Realty in Q3 2013 and held it in 2 quarters.
Elite Wealth Management's Healthcare Realty position peaked at $53K in Q3 2013.
202 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.