Integrated Wealth Management (Palm Desert)’s Healthpeak Properties DOC Stock Holding History

Integrated Wealth Management (Palm Desert)’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	–	Sell	-2,489	Closed	-$86K	–	415
2016 Q3	$86K	Sell	2,489 -6,153	-71%	-$215K	0.03%	334
2016 Q2	$278K	Sell	8,642 -111	-1%	-$3.45K	0.11%	170
2016 Q1	$260K	Buy	8,753 +188	+2%	+$5.64K	0.11%	155
2015 Q4	$298K	Sell	8,565 -66	-0.8%	-$2.21K	0.13%	133
2015 Q3	$293K	Buy	8,631 +207	+2%	+$7.16K	0.13%	138
2015 Q2	$280K	Buy	8,424 +540	+7%	+$19.7K	0.11%	146
2015 Q1	$310K	Buy	+7,884	New	+$317K	0.13%	134

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 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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 Management (Palm Desert)'s DOC Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Healthpeak Properties (DOC) in Q4 2016, closing a stake of 2,489 shares — an estimated $86K sold.

Integrated Wealth Management (Palm Desert) first reported a position in DOC in Q1 2015 and held it in 7 quarters. The position peaked at $310K in Q1 2015. 599 funds tracked by Wall St. Rank hold DOC as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Healthpeak Properties position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 2,489 Healthpeak Properties shares in Q4 2016, an estimated $86K.
Integrated Wealth Management (Palm Desert) first reported a position in Healthpeak Properties in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Healthpeak Properties position peaked at $310K in Q1 2015.
599 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.