LFA
DOC

Legacy Financial Advisors’s PHYSICIANS REALTY TRUST 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
Q1 		– Sell
-440
Closed -$7K – 1207
2018
Q4 		$7K Hold
440
– – ﹤0.01% 680
2018
Q3 		$7K Buy
+440
New +$7.29K ﹤0.01% 633

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Advisors's DOC Position: Q1 2019 in Review

Legacy Financial Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2019, closing a stake of 440 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in DOC in Q3 2018 and held it in 2 quarters. The position peaked at $7K in Q4 2018. 272 funds tracked by Wall St. Rank hold DOC as of Q1 2019.

  • Legacy Financial Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 440 PHYSICIANS REALTY TRUST shares in Q1 2019, an estimated $7K.
  • Legacy Financial Advisors first reported a position in PHYSICIANS REALTY TRUST in Q3 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's PHYSICIANS REALTY TRUST position peaked at $7K in Q4 2018.
  • 272 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.