Stonehage Fleming Financial Services’s Healthpeak Properties DOC Stock Holding History

Stonehage Fleming Financial Services’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	-6,291	Closed	-$187K	–	278
2016 Q4	$187K	Buy	6,291 +723	+13%	+$22K	0.01%	217
2016 Q3	$175K	Hold	5,568	–	–	0.01%	203
2016 Q2	$163K	Hold	5,568	–	–	0.01%	205
2016 Q1	$150K	Hold	5,568	–	–	0.01%	238
2015 Q4	$177K	Hold	5,568	–	–	0.01%	88
2015 Q3	$172K	Hold	5,568	–	–	0.02%	93
2015 Q2	$168K	Buy	5,568 +4,143	+291%	+$151K	0.02%	100
2015 Q1	$51K	Sell	1,425 -4,490	-76%	-$180K	0.01%	131
2014 Q4	$219K	Buy	+5,915	New	+$235K	0.03%	94

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Stonehage Fleming Financial Services's DOC Position: Q1 2017 in Review

Stonehage Fleming Financial Services sold out of Healthpeak Properties (DOC) in Q1 2017, closing a stake of 6,291 shares — an estimated $187K sold.

Stonehage Fleming Financial Services first reported a position in DOC in Q4 2014 and held it in 9 quarters. The position peaked at $219K in Q4 2014. 594 funds tracked by Wall St. Rank hold DOC as of Q1 2017.

Stonehage Fleming Financial Services reported no remaining Healthpeak Properties position as of Q1 2017 after selling out during the quarter.
Stonehage Fleming Financial Services sold 6,291 Healthpeak Properties shares in Q1 2017, an estimated $187K.
Stonehage Fleming Financial Services first reported a position in Healthpeak Properties in Q4 2014 and held it in 9 quarters.
Stonehage Fleming Financial Services's Healthpeak Properties position peaked at $219K in Q4 2014.
594 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2017.

Based on Stonehage Fleming Financial Services's 13F filing for Q1 2017, filed 11 Oct 2019.