IC
HR

Intersect Capital’s Healthcare Realty Trust Incorporated HR Stock Holding History

Intersect Capital’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-150
Closed -$4K – 525
2014
Q4 		$4K Buy
+150
New +$3.91K ﹤0.01% 407

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Intersect Capital's HR Position: Q1 2015 in Review

Intersect Capital sold out of Healthcare Realty Trust Incorporated (HR) in Q1 2015, closing a stake of 150 shares — an estimated $4K sold.

Intersect Capital first reported a position in HR in Q4 2014 and held it in 1 quarter. The position peaked at $4K in Q4 2014. 204 funds tracked by Wall St. Rank hold HR as of Q1 2015.

  • Intersect Capital reported no remaining Healthcare Realty Trust Incorporated position as of Q1 2015 after selling out during the quarter.
  • Intersect Capital sold 150 Healthcare Realty Trust Incorporated shares in Q1 2015, an estimated $4K.
  • Intersect Capital first reported a position in Healthcare Realty Trust Incorporated in Q4 2014 and held it in 1 quarter.
  • Intersect Capital's Healthcare Realty Trust Incorporated position peaked at $4K in Q4 2014.
  • 204 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2015.

Based on Intersect Capital's 13F filing for Q1 2015, filed 11 May 2015.