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Summit Financial Wealth Advisors’s Healthcare Realty HR Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q3 		– Sell
-500
Closed -$11K – 238
2015
Q2 		$11K Hold
500
– – 0.01% 228
2015
Q1 		$12K Sell
500
-530
-51% -$14.9K 0.01% 194
2014
Q4 		$28K Buy
+1,030
New +$26.1K 0.02% 144

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

Summit Financial Wealth Advisors's HR Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of Healthcare Realty (HR) in Q3 2015, closing a stake of 500 shares — an estimated $11K sold.

Summit Financial Wealth Advisors first reported a position in HR in Q4 2014 and held it in 3 quarters. The position peaked at $28K in Q4 2014. 202 funds tracked by Wall St. Rank hold HR as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining Healthcare Realty position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 500 Healthcare Realty shares in Q3 2015, an estimated $11K.
  • Summit Financial Wealth Advisors first reported a position in Healthcare Realty in Q4 2014 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Healthcare Realty position peaked at $28K in Q4 2014.
  • 202 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.