LFA
HR

Legacy Financial Advisors’s Healthcare Realty Trust Incorporated HR Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-14
Closed – – 1081
2019
Q1 		$0 Hold
14
– – ﹤0.01% 1208
2018
Q4 		$0 Hold
14
– – ﹤0.01% 1095
2018
Q3 		$0 Hold
14
– – ﹤0.01% 991
2018
Q2 		$0 Hold
14
– – ﹤0.01% 987
2018
Q1 		$0 Hold
14
– – ﹤0.01% 961
2017
Q4 		$0 Buy
+14
New +$454 ﹤0.01% 888

Other funds holding HR

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Healthcare Realty Trust Incorporated (HR) in Q2 2019, closing a stake of 14 shares.

Legacy Financial Advisors first reported a position in HR in Q4 2017 and held it in 6 quarters. The position peaked at $0 in Q1 2019. 235 funds tracked by Wall St. Rank hold HR as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Healthcare Realty Trust Incorporated position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 14 Healthcare Realty Trust Incorporated shares in Q2 2019.
  • Legacy Financial Advisors first reported a position in Healthcare Realty Trust Incorporated in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Healthcare Realty Trust Incorporated position peaked at $0 in Q1 2019.
  • 235 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q2 2019.

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