FineMark National Bank & Trust’s Healthcare Realty Trust Incorporated HR Stock Holding History

FineMark National Bank & Trust’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 Q3	–	Sell	-1,200	Closed	-$31K	–	1474
2014 Q2	$31K	Buy	+1,200	New	+$29.9K	0.01%	770
2013 Q4	–	Sell	-650	Closed	-$15K	–	1667
2013 Q3	$15K	Hold	650	–	–	﹤0.01%	899
2013 Q2	$17K	Buy	+650	New	+$18.2K	0.01%	852

Other funds holding HR

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FineMark National Bank & Trust's HR Position: Q3 2014 in Review

FineMark National Bank & Trust sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2014, closing a stake of 1,200 shares — an estimated $31K sold.

FineMark National Bank & Trust first reported a position in HR in Q2 2013 and held it in 3 quarters. The position peaked at $31K in Q2 2014. 183 funds tracked by Wall St. Rank hold HR as of Q3 2014.

FineMark National Bank & Trust reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2014 after selling out during the quarter.
FineMark National Bank & Trust sold 1,200 Healthcare Realty Trust Incorporated shares in Q3 2014, an estimated $31K.
FineMark National Bank & Trust first reported a position in Healthcare Realty Trust Incorporated in Q2 2013 and held it in 3 quarters.
FineMark National Bank & Trust's Healthcare Realty Trust Incorporated position peaked at $31K in Q2 2014.
183 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2014.

Based on FineMark National Bank & Trust's 13F filing for Q3 2014, filed 13 Nov 2014.