Lowe Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Lowe 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
2017 Q3	–	Sell	-31	Closed	-$1K	–	246
2017 Q2	$1K	Hold	31	–	–	﹤0.01%	199
2017 Q1	$1K	Hold	31	–	–	﹤0.01%	200
2016 Q4	$1K	Sell	31 -3	-9%	-$91	﹤0.01%	208
2016 Q3	$1K	Hold	34	–	–	﹤0.01%	221
2016 Q2	$1K	Buy	+34	New	+$1.06K	﹤0.01%	226

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lowe Wealth Advisors's DOC Position: Q3 2017 in Review

Lowe Wealth Advisors sold out of Healthpeak Properties (DOC) in Q3 2017, closing a stake of 31 shares — an estimated $1K sold.

Lowe Wealth Advisors first reported a position in DOC in Q2 2016 and held it in 5 quarters. The position peaked at $1K in Q2 2017. 573 funds tracked by Wall St. Rank hold DOC as of Q3 2017.

Lowe Wealth Advisors reported no remaining Healthpeak Properties position as of Q3 2017 after selling out during the quarter.
Lowe Wealth Advisors sold 31 Healthpeak Properties shares in Q3 2017, an estimated $1K.
Lowe Wealth Advisors first reported a position in Healthpeak Properties in Q2 2016 and held it in 5 quarters.
Lowe Wealth Advisors's Healthpeak Properties position peaked at $1K in Q2 2017.
573 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2017.

Based on Lowe Wealth Advisors's 13F filing for Q3 2017, filed 5 Oct 2017.