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Signature Wealth Management Group’s Healthpeak Properties DOC Stock Holding History

Signature Wealth Management Group’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
2018
Q2 		– Sell
-3,900
Closed -$1K – 325
2018
Q1 		$1K Hold
3,900
– – ﹤0.01% 312
2017
Q4 		$1K Buy
+3,900
New +$103K ﹤0.01% 335

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Signature Wealth Management Group's DOC Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Healthpeak Properties (DOC) in Q4 2018, closing a stake of 150 shares — an estimated $4K sold.

Signature Wealth Management Group first reported a position in DOC in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q3 2018. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Healthpeak Properties position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 150 Healthpeak Properties shares in Q4 2018, an estimated $4K.
  • Signature Wealth Management Group first reported a position in Healthpeak Properties in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Healthpeak Properties position peaked at $4K in Q3 2018.
  • 598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.