MCWS
HR

McKinley Carter Wealth Services’s Healthcare Realty Trust Incorporated HR Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-590
Closed -$16K – 440
2018
Q1 		$16K Buy
+590
New +$16.9K 0.01% 349

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

McKinley Carter Wealth Services's HR Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Healthcare Realty Trust Incorporated (HR) in Q2 2018, closing a stake of 590 shares — an estimated $16K sold.

McKinley Carter Wealth Services first reported a position in HR in Q1 2018 and held it in 1 quarter. The position peaked at $16K in Q1 2018. 242 funds tracked by Wall St. Rank hold HR as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Healthcare Realty Trust Incorporated position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 590 Healthcare Realty Trust Incorporated shares in Q2 2018, an estimated $16K.
  • McKinley Carter Wealth Services first reported a position in Healthcare Realty Trust Incorporated in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Healthcare Realty Trust Incorporated position peaked at $16K in Q1 2018.
  • 242 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.