Professional Advisory Services’s Healthpeak Properties DOC Stock Holding History

Professional Advisory 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
2015 Q4	–	Sell	-463,998	Closed	-$15.7M	–	58
2015 Q3	$15.7M	Sell	463,998 -8,878	-2%	-$307K	3.95%	8
2015 Q2	$15.7M	Buy	472,876 +148,684	+46%	+$5.41M	3.76%	8
2015 Q1	$12.8M	Sell	324,192 -88,682	-21%	-$3.56M	3.06%	15
2014 Q4	$16.6M	Sell	412,874 -16,364	-4%	-$649K	3.86%	6
2014 Q3	$15.5M	Buy	429,238 +8,670	+2%	+$329K	3.75%	7
2014 Q2	$15.8M	Sell	420,568 -10,408	-2%	-$392K	3.85%	9
2014 Q1	$15.2M	Buy	430,976 +8,758	+2%	+$302K	3.8%	9
2013 Q4	$14M	Buy	422,218 +145,256	+52%	+$5.18M	3.63%	11
2013 Q3	$10.3M	Buy	+276,962	New	+$10.8M	2.91%	24

Other funds holding DOC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SAMC

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

Professional Advisory Services's DOC Position: Q4 2015 in Review

Professional Advisory Services sold out of Healthpeak Properties (DOC) in Q4 2015, closing a stake of 463,998 shares — an estimated $15.7M sold.

Professional Advisory Services first reported a position in DOC in Q3 2013 and held it in 9 quarters. The position peaked at $16.6M in Q4 2014. 634 funds tracked by Wall St. Rank hold DOC as of Q4 2015.

Professional Advisory Services reported no remaining Healthpeak Properties position as of Q4 2015 after selling out during the quarter.
Professional Advisory Services sold 463,998 Healthpeak Properties shares in Q4 2015, an estimated $15.7M.
Professional Advisory Services first reported a position in Healthpeak Properties in Q3 2013 and held it in 9 quarters.
Professional Advisory Services's Healthpeak Properties position peaked at $16.6M in Q4 2014.
634 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2015.

Based on Professional Advisory Services's 13F filing for Q4 2015, filed 19 Jan 2016.