OneDigital Investment Advisors’s Healthcare Realty HR Stock Holding History

OneDigital Investment Advisors’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 Q3	–	Sell	-838	Closed	-$23K	–	820
2019 Q2	$23K	Hold	838	–	–	﹤0.01%	771
2019 Q1	$24K	Hold	838	–	–	﹤0.01%	679
2018 Q4	$21K	Hold	838	–	–	﹤0.01%	683
2018 Q3	$22K	Hold	838	–	–	0.01%	635
2018 Q2	$23K	Buy	838 +140	+20%	+$3.56K	﹤0.01%	764
2018 Q1	$18K	Buy	+698	New	+$18.6K	﹤0.01%	855

Other funds holding HR

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

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

BlackRock New York $5.72T AUM 30.48% 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

AAMU

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

CIMLRA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OneDigital Investment Advisors's HR Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Healthcare Realty (HR) in Q3 2019, closing a stake of 838 shares — an estimated $23K sold.

OneDigital Investment Advisors first reported a position in HR in Q1 2018 and held it in 6 quarters. The position peaked at $24K in Q1 2019. 332 funds tracked by Wall St. Rank hold HR as of Q3 2019.

OneDigital Investment Advisors reported no remaining Healthcare Realty position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 838 Healthcare Realty shares in Q3 2019, an estimated $23K.
OneDigital Investment Advisors first reported a position in Healthcare Realty in Q1 2018 and held it in 6 quarters.
OneDigital Investment Advisors's Healthcare Realty position peaked at $24K in Q1 2019.
332 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.