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Moneta Group Investment Advisors’s Healthpeak Properties DOC Stock Holding History

Moneta Group Investment 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
2015
Q4 		– Sell
-593
Closed -$20K – 210
2015
Q3 		$20K Buy
+593
New +$20.5K 0.01% 325

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Moneta Group Investment Advisors's DOC Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Healthpeak Properties (DOC) in Q4 2015, closing a stake of 593 shares — an estimated $20K sold.

Moneta Group Investment Advisors first reported a position in DOC in Q3 2015 and held it in 1 quarter. The position peaked at $20K in Q3 2015. 634 funds tracked by Wall St. Rank hold DOC as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Healthpeak Properties position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 593 Healthpeak Properties shares in Q4 2015, an estimated $20K.
  • Moneta Group Investment Advisors first reported a position in Healthpeak Properties in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Healthpeak Properties position peaked at $20K in Q3 2015.
  • 634 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.