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Obermeyer Wealth Partners’s Healthpeak Properties DOC Stock Holding History

Obermeyer Wealth Partners’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
Q3 		– Sell
-922
Closed -$38K – 123
2013
Q2 		$38K Buy
+922
New +$42K 0.01% 144

Other funds holding DOC

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Obermeyer Wealth Partners's DOC Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Healthpeak Properties (DOC) in Q3 2013, closing a stake of 922 shares — an estimated $38K sold.

Obermeyer Wealth Partners first reported a position in DOC in Q2 2013 and held it in 1 quarter. The position peaked at $38K in Q2 2013. 551 funds tracked by Wall St. Rank hold DOC as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Healthpeak Properties position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 922 Healthpeak Properties shares in Q3 2013, an estimated $38K.
  • Obermeyer Wealth Partners first reported a position in Healthpeak Properties in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Healthpeak Properties position peaked at $38K in Q2 2013.
  • 551 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.