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Pacific Financial Group’s Healthpeak Properties DOC Stock Holding History

Pacific Financial Group’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
2015
Q1 		– Sell
-659
Closed -$26K – 85
2014
Q4 		$26K Buy
+659
New +$26.1K 0.01% 94

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pacific Financial Group's DOC Position: Q1 2015 in Review

Pacific Financial Group sold out of Healthpeak Properties (DOC) in Q1 2015, closing a stake of 659 shares — an estimated $26K sold.

Pacific Financial Group first reported a position in DOC in Q4 2014 and held it in 1 quarter. The position peaked at $26K in Q4 2014. 667 funds tracked by Wall St. Rank hold DOC as of Q1 2015.

  • Pacific Financial Group reported no remaining Healthpeak Properties position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 659 Healthpeak Properties shares in Q1 2015, an estimated $26K.
  • Pacific Financial Group first reported a position in Healthpeak Properties in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's Healthpeak Properties position peaked at $26K in Q4 2014.
  • 667 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.