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Placemark Investments’s Healthcare Realty HR Stock Holding History

Placemark Investments’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
2014
Q4 		– Sell
-15,575
Closed -$362K – 1659
2014
Q3 		$362K Buy
15,575
+3,155
+25% +$76.6K 0.01% 1314
2014
Q2 		$299K Buy
12,420
+749
+6% +$17.8K 0.01% 1385
2014
Q1 		$265K Sell
11,671
-98
-0.8% -$2.13K 0.01% 1392
2013
Q4 		$232K Buy
11,769
+3,916
+50% +$83K ﹤0.01% 1464
2013
Q3 		$166K Buy
7,853
+93
+1% +$2.01K ﹤0.01% 1506
2013
Q2 		$174K Buy
+7,760
New +$187K ﹤0.01% 1455

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 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
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Placemark Investments's HR Position: Q4 2014 in Review

Placemark Investments sold out of Healthcare Realty (HR) in Q4 2014, closing a stake of 15,575 shares — an estimated $362K sold.

Placemark Investments first reported a position in HR in Q2 2013 and held it in 6 quarters. The position peaked at $362K in Q3 2014. 214 funds tracked by Wall St. Rank hold HR as of Q4 2014.

  • Placemark Investments reported no remaining Healthcare Realty position as of Q4 2014 after selling out during the quarter.
  • Placemark Investments sold 15,575 Healthcare Realty shares in Q4 2014, an estimated $362K.
  • Placemark Investments first reported a position in Healthcare Realty in Q2 2013 and held it in 6 quarters.
  • Placemark Investments's Healthcare Realty position peaked at $362K in Q3 2014.
  • 214 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.