TSWM
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Triangle Securities Wealth Management’s Healthpeak Properties DOC Stock Holding History

Triangle Securities Wealth 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
2013
Q4 		– Sell
-7,213
Closed -$269K – 123
2013
Q3 		$269K Buy
7,213
+89
+1% +$3.47K 0.23% 102
2013
Q2 		$295K Buy
+7,124
New +$325K 0.22% 98

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Triangle Securities Wealth Management's DOC Position: Q4 2013 in Review

Triangle Securities Wealth Management sold out of Healthpeak Properties (DOC) in Q4 2013, closing a stake of 7,213 shares — an estimated $269K sold.

Triangle Securities Wealth Management first reported a position in DOC in Q2 2013 and held it in 2 quarters. The position peaked at $295K in Q2 2013. 561 funds tracked by Wall St. Rank hold DOC as of Q4 2013.

  • Triangle Securities Wealth Management reported no remaining Healthpeak Properties position as of Q4 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 7,213 Healthpeak Properties shares in Q4 2013, an estimated $269K.
  • Triangle Securities Wealth Management first reported a position in Healthpeak Properties in Q2 2013 and held it in 2 quarters.
  • Triangle Securities Wealth Management's Healthpeak Properties position peaked at $295K in Q2 2013.
  • 561 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q4 2013, filed 13 Jan 2014.