Laffer Tengler Investments’s Healthpeak Properties DOC Stock Holding History

Laffer Tengler Investments’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
2016 Q4	–	Sell	-35,216	Closed	-$1.22M	–	235
2016 Q3	$1.22M	Hold	35,216	–	–	0.34%	117
2016 Q2	$1.13M	Buy	+35,216	New	+$1.09M	0.32%	129
2013 Q3	–	Hold	0	–	–	–	252

Other funds holding DOC

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

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laffer Tengler Investments's DOC Position: Q4 2016 in Review

Laffer Tengler Investments sold out of Healthpeak Properties (DOC) in Q4 2016, closing a stake of 35,216 shares — an estimated $1.22M sold.

Laffer Tengler Investments first reported a position in DOC in Q2 2016 and held it in 2 quarters. The position peaked at $1.22M in Q3 2016. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2016.

Laffer Tengler Investments reported no remaining Healthpeak Properties position as of Q4 2016 after selling out during the quarter.
Laffer Tengler Investments sold 35,216 Healthpeak Properties shares in Q4 2016, an estimated $1.22M.
Laffer Tengler Investments first reported a position in Healthpeak Properties in Q2 2016 and held it in 2 quarters.
Laffer Tengler Investments's Healthpeak Properties position peaked at $1.22M in Q3 2016.
598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2016.

Based on Laffer Tengler Investments's 13F filing for Q4 2016, filed 15 Feb 2017.