Integrated Wealth Counsel’s Healthpeak Properties DOC Stock Holding History

Integrated Wealth Counsel’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
2016 Q4	$3K	Sell	100 -10	-9%	-$305	0.01%	200
2016 Q3	$4K	Hold	110	–	–	0.01%	187
2016 Q2	$4K	Hold	110	–	–	0.01%	74
2016 Q1	$3K	Hold	110	–	–	0.01%	74
2015 Q4	$4K	Hold	110	–	–	0.01%	69
2015 Q3	$4K	Hold	110	–	–	0.01%	83
2015 Q2	$4K	Buy	+110	New	+$4K	0.01%	80

Other funds holding DOC

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Integrated Wealth Counsel's DOC Position: Q4 2016 in Review

Integrated Wealth Counsel reduced its Healthpeak Properties (DOC) stake by 9.1% in Q4 2016, selling an estimated $305 and leaving 100 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #200.

Integrated Wealth Counsel first reported a position in DOC in Q2 2015 and has held it in 7 quarters since. The position peaked at $4K in Q3 2016. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2016.

Integrated Wealth Counsel held 100 shares of Healthpeak Properties worth $3K as of Q4 2016.
Integrated Wealth Counsel sold 10 Healthpeak Properties shares in Q4 2016, an estimated $305.
Healthpeak Properties made up 0.01% of Integrated Wealth Counsel's portfolio in Q4 2016, its #200 holding.
Integrated Wealth Counsel first reported a position in Healthpeak Properties in Q2 2015 and has held it in 7 quarters since.
Integrated Wealth Counsel's Healthpeak Properties position peaked at $4K in Q3 2016.
598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.