Pacific Financial Group’s Healthcare Realty HR Stock Holding History

Pacific Financial Group’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
2015 Q1	–	Sell	-3,000	Closed	-$81K	–	110
2014 Q4	$81K	Buy	+3,000	New	+$75.9K	0.02%	61

Other funds holding HR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIMLRA

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

VAM

Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

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

Pacific Financial Group sold out of Healthcare Realty (HR) in Q1 2015, closing a stake of 3,000 shares — an estimated $81K sold.

Pacific Financial Group first reported a position in HR in Q4 2014 and held it in 1 quarter. The position peaked at $81K in Q4 2014. 211 funds tracked by Wall St. Rank hold HR as of Q1 2015.

Pacific Financial Group reported no remaining Healthcare Realty position as of Q1 2015 after selling out during the quarter.
Pacific Financial Group sold 3,000 Healthcare Realty shares in Q1 2015, an estimated $81K.
Pacific Financial Group first reported a position in Healthcare Realty in Q4 2014 and held it in 1 quarter.
Pacific Financial Group's Healthcare Realty position peaked at $81K in Q4 2014.
211 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2015.

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