MGIA
DOC

Moneta Group Investment Advisors’s PHYSICIANS REALTY TRUST 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
2018
Q2 		– Sell
-835
Closed -$13K – 699
2018
Q1 		$13K Buy
+835
New +$13.1K ﹤0.01% 442

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Moneta Group Investment Advisors's DOC Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q2 2018, closing a stake of 835 shares — an estimated $13K sold.

Moneta Group Investment Advisors first reported a position in DOC in Q1 2018 and held it in 1 quarter. The position peaked at $13K in Q1 2018. 263 funds tracked by Wall St. Rank hold DOC as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 835 PHYSICIANS REALTY TRUST shares in Q2 2018, an estimated $13K.
  • Moneta Group Investment Advisors first reported a position in PHYSICIANS REALTY TRUST in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's PHYSICIANS REALTY TRUST position peaked at $13K in Q1 2018.
  • 263 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.