TF
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Trutina Financial’s Healthpeak Properties DOC Stock Holding History

Trutina Financial’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
2014
Q2 		– Sell
-439
Closed -$16K – 115
2014
Q1 		$16K Buy
+439
New +$15.2K 0.01% 200
2013
Q4 		– Sell
-1,139
Closed -$42K – 91
2013
Q3 		$42K Buy
+1,139
New +$44.4K 0.04% 114

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Trutina Financial's DOC Position: Q2 2014 in Review

Trutina Financial sold out of Healthpeak Properties (DOC) in Q2 2014, closing a stake of 439 shares — an estimated $16K sold.

Trutina Financial first reported a position in DOC in Q3 2013 and held it in 2 quarters. The position peaked at $42K in Q3 2013. 597 funds tracked by Wall St. Rank hold DOC as of Q2 2014.

  • Trutina Financial reported no remaining Healthpeak Properties position as of Q2 2014 after selling out during the quarter.
  • Trutina Financial sold 439 Healthpeak Properties shares in Q2 2014, an estimated $16K.
  • Trutina Financial first reported a position in Healthpeak Properties in Q3 2013 and held it in 2 quarters.
  • Trutina Financial's Healthpeak Properties position peaked at $42K in Q3 2013.
  • 597 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2014.

Based on Trutina Financial's 13F filing for Q2 2014, filed 14 Aug 2014.