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Sheets Smith Wealth Management’s Healthpeak Properties DOC Stock Holding History

Sheets Smith 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
Q3 		– Sell
-6,239
Closed -$235K – 258
2014
Q2 		$235K Buy
6,239
+76
+1% +$2.86K 0.06% 226
2014
Q1 		$218K Buy
+6,163
New +$213K 0.06% 226

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 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

Sheets Smith Wealth Management's DOC Position: Q3 2014 in Review

Sheets Smith Wealth Management sold out of Healthpeak Properties (DOC) in Q3 2014, closing a stake of 6,239 shares — an estimated $235K sold.

Sheets Smith Wealth Management first reported a position in DOC in Q1 2014 and held it in 2 quarters. The position peaked at $235K in Q2 2014. 607 funds tracked by Wall St. Rank hold DOC as of Q3 2014.

  • Sheets Smith Wealth Management reported no remaining Healthpeak Properties position as of Q3 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 6,239 Healthpeak Properties shares in Q3 2014, an estimated $235K.
  • Sheets Smith Wealth Management first reported a position in Healthpeak Properties in Q1 2014 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Healthpeak Properties position peaked at $235K in Q2 2014.
  • 607 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2014, filed 17 Nov 2014.