Jackson Wealth Management’s Healthpeak Properties DOC Stock Holding History

Jackson Wealth Management’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 Q4	–	Sell	-27,746	Closed	-$941K	–	78
2015 Q3	$941K	Sell	27,746 -4,849	-15%	-$168K	0.34%	74
2015 Q2	$1.09M	Sell	32,595 -10,454	-24%	-$381K	0.37%	76
2015 Q1	$1.69M	Sell	43,049 -18,953	-31%	-$761K	0.55%	64
2014 Q4	$2.49M	Buy	+62,002	New	+$2.46M	0.81%	33

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SAMC

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

Jackson Wealth Management's DOC Position: Q4 2015 in Review

Jackson Wealth Management sold out of Healthpeak Properties (DOC) in Q4 2015, closing a stake of 27,746 shares — an estimated $941K sold.

Jackson Wealth Management first reported a position in DOC in Q4 2014 and held it in 4 quarters. The position peaked at $2.49M in Q4 2014. 635 funds tracked by Wall St. Rank hold DOC as of Q4 2015.

Jackson Wealth Management reported no remaining Healthpeak Properties position as of Q4 2015 after selling out during the quarter.
Jackson Wealth Management sold 27,746 Healthpeak Properties shares in Q4 2015, an estimated $941K.
Jackson Wealth Management first reported a position in Healthpeak Properties in Q4 2014 and held it in 4 quarters.
Jackson Wealth Management's Healthpeak Properties position peaked at $2.49M in Q4 2014.
635 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2015.

Based on Jackson Wealth Management's 13F filing for Q4 2015, filed 4 Feb 2016.