MLL
DOC icon

Moody Lynn & Lieberson’s Healthpeak Properties DOC Stock Holding History

Moody Lynn & Lieberson’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
2013
Q4 		– Sell
-6,083
Closed -$227K – 201
2013
Q3 		$227K Hold
6,083
– – 0.04% 166
2013
Q2 		$252K Buy
+6,083
New +$277K 0.04% 134

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Moody Lynn & Lieberson's DOC Position: Q4 2013 in Review

Moody Lynn & Lieberson sold out of Healthpeak Properties (DOC) in Q4 2013, closing a stake of 6,083 shares — an estimated $227K sold.

Moody Lynn & Lieberson first reported a position in DOC in Q2 2013 and held it in 2 quarters. The position peaked at $252K in Q2 2013. 561 funds tracked by Wall St. Rank hold DOC as of Q4 2013.

  • Moody Lynn & Lieberson reported no remaining Healthpeak Properties position as of Q4 2013 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 6,083 Healthpeak Properties shares in Q4 2013, an estimated $227K.
  • Moody Lynn & Lieberson first reported a position in Healthpeak Properties in Q2 2013 and held it in 2 quarters.
  • Moody Lynn & Lieberson's Healthpeak Properties position peaked at $252K in Q2 2013.
  • 561 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2013.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2013, filed 10 Feb 2014.