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Sterneck Capital Management’s Healthpeak Properties DOC Stock Holding History

Sterneck Capital 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
Q4 		– Sell
-16,374
Closed -$592K – 121
2014
Q3 		$592K Sell
16,374
-4,118
-20% -$156K 0.36% 67
2014
Q2 		$772K Sell
20,492
-1,001
-5% -$37.7K 0.45% 63
2014
Q1 		$759K Buy
+21,493
New +$742K 0.41% 68

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 $3.38T AUM 44.17% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sterneck Capital Management's DOC Position: Q4 2014 in Review

Sterneck Capital Management sold out of Healthpeak Properties (DOC) in Q4 2014, closing a stake of 16,374 shares — an estimated $592K sold.

Sterneck Capital Management first reported a position in DOC in Q1 2014 and held it in 3 quarters. The position peaked at $772K in Q2 2014. 667 funds tracked by Wall St. Rank hold DOC as of Q4 2014.

  • Sterneck Capital Management reported no remaining Healthpeak Properties position as of Q4 2014 after selling out during the quarter.
  • Sterneck Capital Management sold 16,374 Healthpeak Properties shares in Q4 2014, an estimated $592K.
  • Sterneck Capital Management first reported a position in Healthpeak Properties in Q1 2014 and held it in 3 quarters.
  • Sterneck Capital Management's Healthpeak Properties position peaked at $772K in Q2 2014.
  • 667 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2014.

Based on Sterneck Capital Management's 13F filing for Q4 2014, filed 13 Feb 2015.