LWA
DOC

Lenox Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Lenox Wealth 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
2020
Q2 		– Sell
-310
Closed -$4K – 862
2020
Q1 		$4K Buy
310
+172
+125% +$3.16K ﹤0.01% 473
2019
Q4 		$3K Hold
138
– – ﹤0.01% 575
2019
Q3 		$2K Buy
+138
New +$2.4K ﹤0.01% 553
2019
Q2 		– Sell
-187
Closed -$4K – 626
2019
Q1 		$4K Buy
+187
New +$3.33K ﹤0.01% 428

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lenox Wealth Advisors's DOC Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q2 2020, closing a stake of 310 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in DOC in Q1 2019 and held it in 4 quarters. The position peaked at $4K in Q1 2020. 324 funds tracked by Wall St. Rank hold DOC as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 310 PHYSICIANS REALTY TRUST shares in Q2 2020, an estimated $4K.
  • Lenox Wealth Advisors first reported a position in PHYSICIANS REALTY TRUST in Q1 2019 and held it in 4 quarters.
  • Lenox Wealth Advisors's PHYSICIANS REALTY TRUST position peaked at $4K in Q1 2020.
  • 324 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.