Independent Portfolio Consultants’s BIOMED REALTY TRUST INC BMR Stock Holding History

Independent Portfolio Consultants’s Portfolio BMR Stock Details BMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-7,295	Closed	-$141K	–	906
2015 Q2	$141K	Buy	7,295 +185	+3%	+$3.83K	0.03%	429
2015 Q1	$161K	Buy	7,110 +685	+11%	+$15.7K	0.03%	399
2014 Q4	$138K	Sell	6,425 -13,180	-67%	-$281K	0.03%	438
2014 Q3	$396K	Sell	19,605 -1,869	-9%	-$40.6K	0.11%	309
2014 Q2	$469K	Buy	21,474 +64	+0.3%	+$1.36K	0.13%	249
2014 Q1	$438K	Sell	21,410 -4,530	-17%	-$89.3K	0.14%	274
2013 Q4	$470K	Buy	25,940 +2,265	+10%	+$42.9K	0.16%	251
2013 Q3	$440K	Sell	23,675 -300	-1%	-$5.89K	0.18%	252
2013 Q2	$485K	Buy	+23,975	New	+$519K	0.22%	192

Other funds holding BMR

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

SAMC

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

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Independent Portfolio Consultants's BMR Position: Q3 2015 in Review

Independent Portfolio Consultants sold out of BIOMED REALTY TRUST INC (BMR) in Q3 2015, closing a stake of 7,295 shares — an estimated $141K sold.

Independent Portfolio Consultants first reported a position in BMR in Q2 2013 and held it in 9 quarters. The position peaked at $485K in Q2 2013. 283 funds tracked by Wall St. Rank hold BMR as of Q3 2015.

Independent Portfolio Consultants reported no remaining BIOMED REALTY TRUST INC position as of Q3 2015 after selling out during the quarter.
Independent Portfolio Consultants sold 7,295 BIOMED REALTY TRUST INC shares in Q3 2015, an estimated $141K.
Independent Portfolio Consultants first reported a position in BIOMED REALTY TRUST INC in Q2 2013 and held it in 9 quarters.
Independent Portfolio Consultants's BIOMED REALTY TRUST INC position peaked at $485K in Q2 2013.
283 funds tracked by Wall St. Rank held BIOMED REALTY TRUST INC as of Q3 2015.

Based on Independent Portfolio Consultants's 13F filing for Q3 2015, filed 19 Oct 2015.