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Shepherd Financial Partners’s Healthpeak Properties DOC Stock Holding History

Shepherd Financial Partners’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
-15,041
Closed -$448K – 108
2016
Q4 		$448K Buy
+15,041
New +$459K 0.13% 80

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Invesco
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Cohen & Steers
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Bank of New York Mellon
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Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Goldman Sachs
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CIMLRA
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Shepherd Financial Partners's DOC Position: Q1 2017 in Review

Shepherd Financial Partners sold out of Healthpeak Properties (DOC) in Q1 2017, closing a stake of 15,041 shares — an estimated $448K sold.

Shepherd Financial Partners first reported a position in DOC in Q4 2016 and held it in 1 quarter. The position peaked at $448K in Q4 2016. 594 funds tracked by Wall St. Rank hold DOC as of Q1 2017.

  • Shepherd Financial Partners reported no remaining Healthpeak Properties position as of Q1 2017 after selling out during the quarter.
  • Shepherd Financial Partners sold 15,041 Healthpeak Properties shares in Q1 2017, an estimated $448K.
  • Shepherd Financial Partners first reported a position in Healthpeak Properties in Q4 2016 and held it in 1 quarter.
  • Shepherd Financial Partners's Healthpeak Properties position peaked at $448K in Q4 2016.
  • 594 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2017.

Based on Shepherd Financial Partners's 13F filing for Q1 2017, filed 8 May 2017.