SAM
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Shamrock Asset Management’s Healthpeak Properties DOC Stock Holding History

Shamrock Asset 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
2015
Q2 		– Sell
-329
Closed -$13K – 276
2015
Q1 		$13K Buy
+329
New +$13.2K 0.01% 214

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 $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Shamrock Asset Management's DOC Position: Q2 2015 in Review

Shamrock Asset Management sold out of Healthpeak Properties (DOC) in Q2 2015, closing a stake of 329 shares — an estimated $13K sold.

Shamrock Asset Management first reported a position in DOC in Q1 2015 and held it in 1 quarter. The position peaked at $13K in Q1 2015. 646 funds tracked by Wall St. Rank hold DOC as of Q2 2015.

  • Shamrock Asset Management reported no remaining Healthpeak Properties position as of Q2 2015 after selling out during the quarter.
  • Shamrock Asset Management sold 329 Healthpeak Properties shares in Q2 2015, an estimated $13K.
  • Shamrock Asset Management first reported a position in Healthpeak Properties in Q1 2015 and held it in 1 quarter.
  • Shamrock Asset Management's Healthpeak Properties position peaked at $13K in Q1 2015.
  • 646 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2015.

Based on Shamrock Asset Management's 13F filing for Q2 2015, filed 10 Aug 2015.