LAM
DOC

Lebenthal Asset Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Lebenthal Asset 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
2016
Q4 		– Sell
-235
Closed -$5K – 853
2016
Q3 		$5K Buy
+235
New +$4.97K ﹤0.01% 866

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Lebenthal Asset Management's DOC Position: Q4 2016 in Review

Lebenthal Asset Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2016, closing a stake of 235 shares — an estimated $5K sold.

Lebenthal Asset Management first reported a position in DOC in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 220 funds tracked by Wall St. Rank hold DOC as of Q4 2016.

  • Lebenthal Asset Management reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 235 PHYSICIANS REALTY TRUST shares in Q4 2016, an estimated $5K.
  • Lebenthal Asset Management first reported a position in PHYSICIANS REALTY TRUST in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's PHYSICIANS REALTY TRUST position peaked at $5K in Q3 2016.
  • 220 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.