FWM
DOC

Focused Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Focused Wealth Management’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
2020
Q3 		– Sell
-266
Closed -$5K – 917
2020
Q2 		$5K Buy
+266
New +$4.34K ﹤0.01% 603

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Focused Wealth Management's DOC Position: Q3 2020 in Review

Focused Wealth Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2020, closing a stake of 266 shares — an estimated $5K sold.

Focused Wealth Management first reported a position in DOC in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 330 funds tracked by Wall St. Rank hold DOC as of Q3 2020.

  • Focused Wealth Management reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2020 after selling out during the quarter.
  • Focused Wealth Management sold 266 PHYSICIANS REALTY TRUST shares in Q3 2020, an estimated $5K.
  • Focused Wealth Management first reported a position in PHYSICIANS REALTY TRUST in Q2 2020 and held it in 1 quarter.
  • Focused Wealth Management's PHYSICIANS REALTY TRUST position peaked at $5K in Q2 2020.
  • 330 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2020.

Based on Focused Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.