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Gary Goldberg Planning Services’s Healthpeak Properties DOC Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$2K Hold
47
– – ﹤0.01% 427
2014
Q3 		$2K Buy
+47
New +$1.78K ﹤0.01% 456

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gary Goldberg Planning Services's DOC Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Healthpeak Properties (DOC) position steady in Q4 2014 at 47 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Gary Goldberg Planning Services first reported a position in DOC in Q3 2014 and has held it in 2 quarters since. 666 funds tracked by Wall St. Rank hold DOC as of Q4 2014.

  • Gary Goldberg Planning Services held 47 shares of Healthpeak Properties worth $2K as of Q4 2014.
  • Gary Goldberg Planning Services left its Healthpeak Properties share count unchanged in Q4 2014.
  • Healthpeak Properties made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #427 holding.
  • Gary Goldberg Planning Services first reported a position in Healthpeak Properties in Q3 2014 and has held it in 2 quarters since.
  • 666 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.