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Physicians Financial Services’s Healthpeak Properties DOC Stock Holding History

Physicians Financial Services’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
2017
Q1 		– Sell
-470
Closed -$18K – 149
2016
Q4 		$18K Sell
470
-46
-9% -$1.4K 0.01% 210
2016
Q3 		$17K Hold
516
– – 0.01% 205
2016
Q2 		$17K Sell
516
-57
-10% -$1.77K 0.01% 207
2016
Q1 		$17K Buy
573
+282
+97% +$8.46K 0.02% 196
2015
Q4 		$10K Buy
+291
New +$9.73K 0.01% 231

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Physicians Financial Services's DOC Position: Q1 2017 in Review

Physicians Financial Services sold out of Healthpeak Properties (DOC) in Q1 2017, closing a stake of 470 shares — an estimated $18K sold.

Physicians Financial Services first reported a position in DOC in Q4 2015 and held it in 5 quarters. The position peaked at $18K in Q4 2016. 594 funds tracked by Wall St. Rank hold DOC as of Q1 2017.

  • Physicians Financial Services reported no remaining Healthpeak Properties position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 470 Healthpeak Properties shares in Q1 2017, an estimated $18K.
  • Physicians Financial Services first reported a position in Healthpeak Properties in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Healthpeak Properties position peaked at $18K in Q4 2016.
  • 594 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.