First Western Capital Management’s Healthcare Realty HR Stock Holding History

First Western Capital Management’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 Q4	–	Sell	-48,335	Closed	-$1.12M	–	132
2014 Q3	$1.12M	Buy	48,335 +28,826	+148%	+$700K	0.33%	102
2014 Q2	$470K	Sell	19,509 -26,989	-58%	-$643K	0.16%	110
2014 Q1	$1.06M	Buy	46,498 +4,039	+10%	+$88K	0.37%	100
2013 Q4	$835K	Buy	+42,459	New	+$900K	0.29%	112

Other funds holding HR

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

CIMLRA

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

VAM

Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return

BFA

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

SAMC

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

First Western Capital Management's HR Position: Q4 2014 in Review

First Western Capital Management sold out of Healthcare Realty (HR) in Q4 2014, closing a stake of 48,335 shares — an estimated $1.12M sold.

First Western Capital Management first reported a position in HR in Q4 2013 and held it in 4 quarters. The position peaked at $1.12M in Q3 2014. 214 funds tracked by Wall St. Rank hold HR as of Q4 2014.

First Western Capital Management reported no remaining Healthcare Realty position as of Q4 2014 after selling out during the quarter.
First Western Capital Management sold 48,335 Healthcare Realty shares in Q4 2014, an estimated $1.12M.
First Western Capital Management first reported a position in Healthcare Realty in Q4 2013 and held it in 4 quarters.
First Western Capital Management's Healthcare Realty position peaked at $1.12M in Q3 2014.
214 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2014.

Based on First Western Capital Management's 13F filing for Q4 2014, filed 3 Feb 2015.