Keystone Financial Group (Kentucky)’s Healthcare Realty HR Stock Holding History

Keystone Financial Group (Kentucky)’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
2020 Q2	–	Sell	-8,621	Closed	-$209K	–	231
2020 Q1	$209K	Buy	8,621 +53	+0.6%	+$1.6K	0.07%	184
2019 Q4	$259K	Buy	8,568 +53	+0.6%	+$1.58K	0.07%	200
2019 Q3	$250K	Buy	8,515 +612	+8%	+$17.1K	0.08%	194
2019 Q2	$217K	Buy	7,903 +54	+0.7%	+$1.52K	0.07%	204
2019 Q1	$224K	Sell	7,849 -404	-5%	-$11.2K	0.08%	197
2018 Q4	$209K	Buy	8,253 +62	+0.8%	+$1.64K	0.09%	167
2018 Q3	$213K	Buy	8,191 +59	+0.7%	+$1.63K	0.09%	178
2018 Q2	$217K	Buy	8,132 +75	+0.9%	+$1.91K	0.12%	155
2018 Q1	$206K	Buy	8,057 +71	+0.9%	+$1.89K	0.11%	149
2017 Q4	$231K	Buy	+7,986	New	+$242K	0.14%	109

Other funds holding HR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Keystone Financial Group (Kentucky)'s HR Position: Q2 2020 in Review

Keystone Financial Group (Kentucky) sold out of Healthcare Realty (HR) in Q2 2020, closing a stake of 8,621 shares — an estimated $209K sold.

Keystone Financial Group (Kentucky) first reported a position in HR in Q4 2017 and held it in 10 quarters. The position peaked at $259K in Q4 2019. 335 funds tracked by Wall St. Rank hold HR as of Q2 2020.

Keystone Financial Group (Kentucky) reported no remaining Healthcare Realty position as of Q2 2020 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 8,621 Healthcare Realty shares in Q2 2020, an estimated $209K.
Keystone Financial Group (Kentucky) first reported a position in Healthcare Realty in Q4 2017 and held it in 10 quarters.
Keystone Financial Group (Kentucky)'s Healthcare Realty position peaked at $259K in Q4 2019.
335 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2020.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2020, filed 13 Aug 2020.