First National Bank of Mount Dora’s Healthpeak Properties DOC Stock Holding History

First National Bank of Mount Dora’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
2018 Q1	–	Sell	-86,190	Closed	-$2.25M	–	94
2017 Q4	$2.25M	Sell	86,190 -4,301	-5%	-$114K	0.99%	40
2017 Q3	$2.52M	Buy	90,491 +6,490	+8%	+$195K	1.24%	39
2017 Q2	$2.69M	Buy	84,001 +2,525	+3%	+$80K	1.4%	34
2017 Q1	$2.55M	Buy	81,476 +28,400	+54%	+$872K	1.37%	36
2016 Q4	$1.58M	Sell	53,076 -7,054	-12%	-$215K	0.93%	46
2016 Q3	$2.08M	Buy	60,130 +1,730	+3%	+$60.5K	1.17%	37
2016 Q2	$1.88M	Buy	58,400 +329	+0.6%	+$10.2K	1.08%	42
2016 Q1	$1.72M	Sell	58,071 -2,950	-5%	-$88.5K	1.02%	47
2015 Q4	$2.13M	Sell	61,021 -472	-0.8%	-$15.8K	1.25%	34
2015 Q3	$2.09M	Buy	61,493 +32,725	+114%	+$1.13M	1.28%	35
2015 Q2	$956K	Buy	28,768 +2,059	+8%	+$75K	0.53%	61
2015 Q1	$1.05M	Sell	26,709 -2,333	-8%	-$93.7K	0.57%	58
2014 Q4	$1.16M	Buy	29,042 +4,639	+19%	+$184K	0.65%	56
2014 Q3	$882K	Buy	24,403 +6,313	+35%	+$239K	0.52%	62
2014 Q2	$682K	Buy	18,090 +714	+4%	+$26.9K	0.4%	68
2014 Q1	$614K	Buy	+17,376	New	+$600K	0.37%	69

Other funds holding DOC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

First National Bank of Mount Dora's DOC Position: Q1 2018 in Review

First National Bank of Mount Dora sold out of Healthpeak Properties (DOC) in Q1 2018, closing a stake of 86,190 shares — an estimated $2.25M sold.

First National Bank of Mount Dora first reported a position in DOC in Q1 2014 and held it in 16 quarters. The position peaked at $2.69M in Q2 2017. 573 funds tracked by Wall St. Rank hold DOC as of Q1 2018.

First National Bank of Mount Dora reported no remaining Healthpeak Properties position as of Q1 2018 after selling out during the quarter.
First National Bank of Mount Dora sold 86,190 Healthpeak Properties shares in Q1 2018, an estimated $2.25M.
First National Bank of Mount Dora first reported a position in Healthpeak Properties in Q1 2014 and held it in 16 quarters.
First National Bank of Mount Dora's Healthpeak Properties position peaked at $2.69M in Q2 2017.
573 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2018.

Based on First National Bank of Mount Dora's 13F filing for Q1 2018, filed 4 Apr 2018.