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NWAM LLC’s Healthpeak Properties DOC Stock Holding History

NWAM LLC’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
2017
Q3 		– Sell
-6,804
Closed -$217K – 330
2017
Q2 		$217K Buy
6,804
+408
+6% +$12.9K 0.04% 275
2017
Q1 		$200K Buy
+6,396
New +$196K 0.06% 281
2016
Q4 		– Sell
-7,101
Closed -$245K – 293
2016
Q3 		$245K Sell
7,101
-148
-2% -$5.18K 0.02% 222
2016
Q2 		$234K Sell
7,249
-134
-2% -$4.16K 0.09% 200
2016
Q1 		$219K Sell
7,383
-1,942
-21% -$58.3K 0.09% 210
2015
Q4 		$325K Buy
+9,325
New +$312K 0.13% 154
2015
Q2 		– Sell
-6,725
Closed -$265K – 256
2015
Q1 		$265K Buy
6,725
+645
+11% +$25.9K 0.11% 181
2014
Q4 		$244K Sell
6,080
-308
-5% -$12.2K 0.11% 188
2014
Q3 		$231K Sell
6,388
-40,479
-86% -$1.53M 0.08% 232
2014
Q2 		$1.77M Buy
+46,867
New +$1.76M 0.55% 48
2014
Q1 		– Sell
-36,687
Closed -$1.21M – 273
2013
Q4 		$1.21M Buy
36,687
+5,181
+16% +$185K 0.64% 55
2013
Q3 		$1.18M Buy
31,506
+3,090
+11% +$120K 0.57% 59
2013
Q2 		$1.18M Buy
+28,416
New +$1.3M 0.59% 57

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NWAM LLC's DOC Position: Q3 2017 in Review

NWAM LLC sold out of Healthpeak Properties (DOC) in Q3 2017, closing a stake of 6,804 shares — an estimated $217K sold.

NWAM LLC first reported a position in DOC in Q2 2013 and held it in 13 quarters. The position peaked at $1.77M in Q2 2014. 573 funds tracked by Wall St. Rank hold DOC as of Q3 2017.

  • NWAM LLC reported no remaining Healthpeak Properties position as of Q3 2017 after selling out during the quarter.
  • NWAM LLC sold 6,804 Healthpeak Properties shares in Q3 2017, an estimated $217K.
  • NWAM LLC first reported a position in Healthpeak Properties in Q2 2013 and held it in 13 quarters.
  • NWAM LLC's Healthpeak Properties position peaked at $1.77M in Q2 2014.
  • 573 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2017.

Based on NWAM LLC's 13F filing for Q3 2017, filed 1 Nov 2017.