FineMark National Bank & Trust’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-4,769
Closed -$142K 536
2016
Q4
$142K Buy
4,769
+631
+15% +$19.2K 0.01% 396
2016
Q3
$143K Sell
4,138
-9,110
-69% -$319K 0.02% 375
2016
Q2
$427K Buy
13,248
+52
+0.4% +$1.61K 0.05% 232
2016
Q1
$391K Sell
13,196
-3,530
-21% -$106K 0.05% 232
2015
Q4
$583K Buy
16,726
+3,305
+25% +$111K 0.07% 187
2015
Q3
$456K Buy
13,421
+4,490
+50% +$155K 0.06% 215
2015
Q2
$296K Sell
8,931
-657
-7% -$23.9K 0.04% 278
2015
Q1
$378K Buy
9,588
+2,556
+36% +$103K 0.05% 252
2014
Q4
$282K Buy
7,032
+32
+0.5% +$1.27K 0.04% 287
2014
Q3
$253K Buy
7,000
+1,186
+20% +$45K 0.04% 296
2014
Q2
$219K Buy
5,814
+200
+4% +$7.53K 0.04% 319
2014
Q1
$197K Buy
5,614
+883
+19% +$30.5K 0.04% 317
2013
Q4
$156K Buy
4,731
+44
+0.9% +$1.57K 0.03% 342
2013
Q3
$175K Sell
4,687
-2,889
-38% -$113K 0.04% 326
2013
Q2
$314K Buy
+7,576
New +$346K 0.09% 197

Other funds holding DOC