Koshinski Asset Management
HR icon

Koshinski Asset Management’s Healthcare Realty HR Stock Holding History

Koshinski Asset Management’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
Q3 		– Sell
-8,696
Closed -$208K – 234
2015
Q2 		$208K Hold
8,696
– – 0.13% 215
2015
Q1 		$242K Hold
8,696
– – 0.16% 187
2014
Q4 		$234K Buy
+8,696
New +$220K 0.13% 204

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

Koshinski Asset Management's HR Position: Q3 2015 in Review

Koshinski Asset Management sold out of Healthcare Realty (HR) in Q3 2015, closing a stake of 8,696 shares — an estimated $208K sold.

Koshinski Asset Management first reported a position in HR in Q4 2014 and held it in 3 quarters. The position peaked at $242K in Q1 2015. 202 funds tracked by Wall St. Rank hold HR as of Q3 2015.

  • Koshinski Asset Management reported no remaining Healthcare Realty position as of Q3 2015 after selling out during the quarter.
  • Koshinski Asset Management sold 8,696 Healthcare Realty shares in Q3 2015, an estimated $208K.
  • Koshinski Asset Management first reported a position in Healthcare Realty in Q4 2014 and held it in 3 quarters.
  • Koshinski Asset Management's Healthcare Realty position peaked at $242K in Q1 2015.
  • 202 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2015.

Based on Koshinski Asset Management's 13F filing for Q3 2015, filed 13 Oct 2015.