L & S Advisors’s Healthcare Realty HR Stock Holding History

L & S Advisors’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
2017 Q4	–	Sell	-17,321	Closed	-$516K	–	320
2017 Q3	$516K	Sell	17,321 -23,217	-57%	-$705K	0.09%	159
2017 Q2	$1.26M	Buy	+40,538	New	+$1.28M	0.22%	112

Other funds holding HR

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

L & S Advisors's HR Position: Q4 2017 in Review

L & S Advisors sold out of Healthcare Realty (HR) in Q4 2017, closing a stake of 17,321 shares — an estimated $516K sold.

L & S Advisors first reported a position in HR in Q2 2017 and held it in 2 quarters. The position peaked at $1.26M in Q2 2017. 285 funds tracked by Wall St. Rank hold HR as of Q4 2017.

L & S Advisors reported no remaining Healthcare Realty position as of Q4 2017 after selling out during the quarter.
L & S Advisors sold 17,321 Healthcare Realty shares in Q4 2017, an estimated $516K.
L & S Advisors first reported a position in Healthcare Realty in Q2 2017 and held it in 2 quarters.
L & S Advisors's Healthcare Realty position peaked at $1.26M in Q2 2017.
285 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2017.

Based on L & S Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.