SWP
HR

Strategic Wealth Partners’s Healthcare Realty Trust Incorporated HR Stock Holding History

Strategic Wealth Partners’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-200
Closed -$6K – 846
2018
Q4 		$6K Hold
200
– – ﹤0.01% 553
2018
Q3 		$6K Hold
200
– – ﹤0.01% 553
2018
Q2 		$6K Hold
200
– – ﹤0.01% 627
2018
Q1 		$6K Hold
200
– – ﹤0.01% 629
2017
Q4 		$7K Buy
+200
New +$6.49K ﹤0.01% 576

Other funds holding HR

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Wealth Partners's HR Position: Q1 2019 in Review

Strategic Wealth Partners sold out of Healthcare Realty Trust Incorporated (HR) in Q1 2019, closing a stake of 200 shares — an estimated $6K sold.

Strategic Wealth Partners first reported a position in HR in Q4 2017 and held it in 5 quarters. The position peaked at $7K in Q4 2017. 254 funds tracked by Wall St. Rank hold HR as of Q1 2019.

  • Strategic Wealth Partners reported no remaining Healthcare Realty Trust Incorporated position as of Q1 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 200 Healthcare Realty Trust Incorporated shares in Q1 2019, an estimated $6K.
  • Strategic Wealth Partners first reported a position in Healthcare Realty Trust Incorporated in Q4 2017 and held it in 5 quarters.
  • Strategic Wealth Partners's Healthcare Realty Trust Incorporated position peaked at $7K in Q4 2017.
  • 254 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2019.

Based on Strategic Wealth Partners's 13F filing for Q1 2019, filed 14 May 2019.