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

FineMark National Bank & 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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

FineMark National Bank & Trust's DOC Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Healthpeak Properties (DOC) in Q1 2017, closing a stake of 4,769 shares — an estimated $142K sold.

FineMark National Bank & Trust first reported a position in DOC in Q2 2013 and held it in 15 quarters. The position peaked at $583K in Q4 2015. 594 funds tracked by Wall St. Rank hold DOC as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Healthpeak Properties position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 4,769 Healthpeak Properties shares in Q1 2017, an estimated $142K.
  • FineMark National Bank & Trust first reported a position in Healthpeak Properties in Q2 2013 and held it in 15 quarters.
  • FineMark National Bank & Trust's Healthpeak Properties position peaked at $583K in Q4 2015.
  • 594 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.