GVT
DOC

Genesee Valley Trust’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Genesee Valley Trust’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 		– Sell
-10,085
Closed -$138K – 331
2014
Q3 		$138K Buy
10,085
+15
+0.1% +$214 0.09% 289
2014
Q2 		$145K Sell
10,070
-10
-0.1% -$137 0.09% 297
2014
Q1 		$140K Buy
+10,080
New +$131K 0.09% 286

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BC
BHR Capital New York $48.6M AUM 3.78% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return
TCM
Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return

Genesee Valley Trust's DOC Position: Q4 2014 in Review

Genesee Valley Trust sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2014, closing a stake of 10,085 shares — an estimated $138K sold.

Genesee Valley Trust first reported a position in DOC in Q1 2014 and held it in 3 quarters. The position peaked at $145K in Q2 2014. 159 funds tracked by Wall St. Rank hold DOC as of Q4 2014.

  • Genesee Valley Trust reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2014 after selling out during the quarter.
  • Genesee Valley Trust sold 10,085 PHYSICIANS REALTY TRUST shares in Q4 2014, an estimated $138K.
  • Genesee Valley Trust first reported a position in PHYSICIANS REALTY TRUST in Q1 2014 and held it in 3 quarters.
  • Genesee Valley Trust's PHYSICIANS REALTY TRUST position peaked at $145K in Q2 2014.
  • 159 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2014.

Based on Genesee Valley Trust's 13F filing for Q4 2014, filed 12 Feb 2015.