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ParenteBeard Wealth Management’s Healthpeak Properties DOC Stock Holding History

ParenteBeard Wealth Management’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
2014
Q1 		– Sell
-6,497
Closed -$215K – 104
2013
Q4 		$215K Buy
+6,497
New +$232K 0.08% 103

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ParenteBeard Wealth Management's DOC Position: Q1 2014 in Review

ParenteBeard Wealth Management sold out of Healthpeak Properties (DOC) in Q1 2014, closing a stake of 6,497 shares — an estimated $215K sold.

ParenteBeard Wealth Management first reported a position in DOC in Q4 2013 and held it in 1 quarter. The position peaked at $215K in Q4 2013. 572 funds tracked by Wall St. Rank hold DOC as of Q1 2014.

  • ParenteBeard Wealth Management reported no remaining Healthpeak Properties position as of Q1 2014 after selling out during the quarter.
  • ParenteBeard Wealth Management sold 6,497 Healthpeak Properties shares in Q1 2014, an estimated $215K.
  • ParenteBeard Wealth Management first reported a position in Healthpeak Properties in Q4 2013 and held it in 1 quarter.
  • ParenteBeard Wealth Management's Healthpeak Properties position peaked at $215K in Q4 2013.
  • 572 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q1 2014, filed 23 Apr 2014.