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Legacy Financial Advisors’s Healthpeak Properties DOC Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-702
Closed -$22K – 321
2019
Q1 		$22K Buy
702
+395
+129% +$12K 0.01% 429
2018
Q4 		$9K Buy
307
+175
+133% +$4.84K ﹤0.01% 586
2018
Q3 		$3K Hold
132
– – ﹤0.01% 759
2018
Q2 		$3K Hold
132
– – ﹤0.01% 774
2018
Q1 		$3K Hold
132
– – ﹤0.01% 708
2017
Q4 		$3K Buy
+132
New +$3.5K ﹤0.01% 695

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Legacy Financial Advisors's DOC Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Healthpeak Properties (DOC) in Q2 2019, closing a stake of 702 shares — an estimated $22K sold.

Legacy Financial Advisors first reported a position in DOC in Q4 2017 and held it in 6 quarters. The position peaked at $22K in Q1 2019. 612 funds tracked by Wall St. Rank hold DOC as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Healthpeak Properties position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 702 Healthpeak Properties shares in Q2 2019, an estimated $22K.
  • Legacy Financial Advisors first reported a position in Healthpeak Properties in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Healthpeak Properties position peaked at $22K in Q1 2019.
  • 612 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.