Emerald Mutual Fund Advisers Trust’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2014 Q4	–	Sell	-53,010	Closed	-$727K	–	237
2014 Q3	$727K	Hold	53,010	–	–	0.07%	170
2014 Q2	$763K	Hold	53,010	–	–	0.07%	173
2014 Q1	$738K	Sell	53,010 -53,010	-50%	-$689K	0.07%	175
2013 Q4	$1.33M	Buy	106,020 +78,010	+279%	+$963K	0.08%	160
2013 Q3	$339K	Buy	+28,010	New	+$327K	0.05%	187

Other funds holding DOC

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

BHR Capital New York $48.6M AUM 3.78% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

REMS

Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return

TCM

Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's DOC Position: Q4 2014 in Review

Emerald Mutual Fund Advisers Trust sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2014, closing a stake of 53,010 shares — an estimated $727K sold.

Emerald Mutual Fund Advisers Trust first reported a position in DOC in Q3 2013 and held it in 5 quarters. The position peaked at $1.33M in Q4 2013. 159 funds tracked by Wall St. Rank hold DOC as of Q4 2014.

Emerald Mutual Fund Advisers Trust reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2014 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 53,010 PHYSICIANS REALTY TRUST shares in Q4 2014, an estimated $727K.
Emerald Mutual Fund Advisers Trust first reported a position in PHYSICIANS REALTY TRUST in Q3 2013 and held it in 5 quarters.
Emerald Mutual Fund Advisers Trust's PHYSICIANS REALTY TRUST position peaked at $1.33M in Q4 2013.
159 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2014.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2014, filed 30 Jan 2015.