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Summit Financial Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q4 		– Sell
-1,644
Closed -$55K – 140
2015
Q3 		$55K Buy
+1,644
New +$56.8K 0.04% 120

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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Summit Financial Wealth Advisors's DOC Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Healthpeak Properties (DOC) in Q4 2015, closing a stake of 1,644 shares — an estimated $55K sold.

Summit Financial Wealth Advisors first reported a position in DOC in Q3 2015 and held it in 1 quarter. The position peaked at $55K in Q3 2015. 634 funds tracked by Wall St. Rank hold DOC as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Healthpeak Properties position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,644 Healthpeak Properties shares in Q4 2015, an estimated $55K.
  • Summit Financial Wealth Advisors first reported a position in Healthpeak Properties in Q3 2015 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Healthpeak Properties position peaked at $55K in Q3 2015.
  • 634 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.