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Genesis Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		– Sell
-1,098
Closed -$43.6K – 507
2015
Q1 		$43.6K Hold
1,098
– – 0.04% 207
2014
Q4 		$42.3K Buy
+1,098
New +$43.6K 0.03% 232

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Genesis Wealth Advisors's DOC Position: Q2 2015 in Review

Genesis Wealth Advisors sold out of Healthpeak Properties (DOC) in Q2 2015, closing a stake of 1,098 shares — an estimated $43.6K sold.

Genesis Wealth Advisors first reported a position in DOC in Q4 2014 and held it in 2 quarters. The position peaked at $43.6K in Q1 2015. 647 funds tracked by Wall St. Rank hold DOC as of Q2 2015.

  • Genesis Wealth Advisors reported no remaining Healthpeak Properties position as of Q2 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 1,098 Healthpeak Properties shares in Q2 2015, an estimated $43.6K.
  • Genesis Wealth Advisors first reported a position in Healthpeak Properties in Q4 2014 and held it in 2 quarters.
  • Genesis Wealth Advisors's Healthpeak Properties position peaked at $43.6K in Q1 2015.
  • 647 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.