Northwest Wealth Management’s Healthcare Realty HR Stock Holding History

Northwest Wealth Management’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
2019 Q2	–	Sell	-5,750	Closed	-$164K	–	286
2019 Q1	$164K	Hold	5,750	–	–	0.12%	124
2018 Q4	$146K	Hold	5,750	–	–	0.12%	116
2018 Q3	$153K	Hold	5,750	–	–	0.11%	122
2018 Q2	$155K	Hold	5,750	–	–	0.12%	120
2018 Q1	$152K	Buy	+5,750	New	+$153K	0.11%	120

Other funds holding HR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwest Wealth Management's HR Position: Q2 2019 in Review

Northwest Wealth Management sold out of Healthcare Realty (HR) in Q2 2019, closing a stake of 5,750 shares — an estimated $164K sold.

Northwest Wealth Management first reported a position in HR in Q1 2018 and held it in 5 quarters. The position peaked at $164K in Q1 2019. 311 funds tracked by Wall St. Rank hold HR as of Q2 2019.

Northwest Wealth Management reported no remaining Healthcare Realty position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 5,750 Healthcare Realty shares in Q2 2019, an estimated $164K.
Northwest Wealth Management first reported a position in Healthcare Realty in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Healthcare Realty position peaked at $164K in Q1 2019.
311 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.