LWM
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Lyons Wealth Management’s Healthcare Realty HR Stock Holding History

Lyons Wealth Management’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
2013
Q3 		– Sell
-5,437
Closed -$123K – 86
2013
Q2 		$123K Buy
+5,437
New +$131K 0.12% 63

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Adelante Capital Management Alameda, California $1.46B AUM 8.98% 1-Year Est. Return

Lyons Wealth Management's HR Position: Q3 2013 in Review

Lyons Wealth Management sold out of Healthcare Realty (HR) in Q3 2013, closing a stake of 5,437 shares — an estimated $123K sold.

Lyons Wealth Management first reported a position in HR in Q2 2013 and held it in 1 quarter. The position peaked at $123K in Q2 2013. 162 funds tracked by Wall St. Rank hold HR as of Q3 2013.

  • Lyons Wealth Management reported no remaining Healthcare Realty position as of Q3 2013 after selling out during the quarter.
  • Lyons Wealth Management sold 5,437 Healthcare Realty shares in Q3 2013, an estimated $123K.
  • Lyons Wealth Management first reported a position in Healthcare Realty in Q2 2013 and held it in 1 quarter.
  • Lyons Wealth Management's Healthcare Realty position peaked at $123K in Q2 2013.
  • 162 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2013.

Based on Lyons Wealth Management's 13F filing for Q3 2013, filed 12 Nov 2013.