Neville Rodie & Shaw’s Healthpeak Properties DOC Stock Holding History

Neville Rodie & Shaw’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
2016 Q4	–	Sell	-6,368	Closed	-$220K	–	260
2016 Q3	$220K	Hold	6,368	–	–	0.03%	240
2016 Q2	$205K	Buy	+6,368	New	+$198K	0.02%	250
2016 Q1	–	Sell	-6,368	Closed	-$222K	–	259
2015 Q4	$222K	Hold	6,368	–	–	0.03%	242
2015 Q3	$216K	Sell	6,368 -1,538	-19%	-$53.2K	0.03%	244
2015 Q2	$263K	Sell	7,906 -1,682	-18%	-$61.2K	0.03%	238
2015 Q1	$377K	Hold	9,588	–	–	0.04%	201
2014 Q4	$384K	Hold	9,588	–	–	0.04%	201
2014 Q3	$347K	Hold	9,588	–	–	0.03%	207
2014 Q2	$361K	Sell	9,588 -90	-0.9%	-$3.39K	0.04%	195
2014 Q1	$342K	Buy	9,678 +3,310	+52%	+$114K	0.04%	191
2013 Q4	$211K	Hold	6,368	–	–	0.02%	243
2013 Q3	$238K	Sell	6,368 -220	-3%	-$8.58K	0.03%	230
2013 Q2	$273K	Buy	+6,588	New	+$300K	0.03%	215

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neville Rodie & Shaw's DOC Position: Q4 2016 in Review

Neville Rodie & Shaw sold out of Healthpeak Properties (DOC) in Q4 2016, closing a stake of 6,368 shares — an estimated $220K sold.

Neville Rodie & Shaw first reported a position in DOC in Q2 2013 and held it in 13 quarters. The position peaked at $384K in Q4 2014. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2016.

Neville Rodie & Shaw reported no remaining Healthpeak Properties position as of Q4 2016 after selling out during the quarter.
Neville Rodie & Shaw sold 6,368 Healthpeak Properties shares in Q4 2016, an estimated $220K.
Neville Rodie & Shaw first reported a position in Healthpeak Properties in Q2 2013 and held it in 13 quarters.
Neville Rodie & Shaw's Healthpeak Properties position peaked at $384K in Q4 2014.
598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2016.

Based on Neville Rodie & Shaw's 13F filing for Q4 2016, filed 27 Jan 2017.