United Capital Financial Advisors’s Healthcare Realty Trust Incorporated HR Stock Holding History

United Capital Financial 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
2017 Q1	–	Sell	-8,361	Closed	-$254K	–	1323
2016 Q4	$254K	Buy	8,361 +1,431	+21%	+$43.6K	﹤0.01%	1104
2016 Q3	$236K	Sell	6,930 -998	-13%	-$35K	﹤0.01%	1142
2016 Q2	$277K	Sell	7,928 -196	-2%	-$6.22K	﹤0.01%	1060
2016 Q1	$251K	Sell	8,124 -5,572	-41%	-$162K	﹤0.01%	1055
2015 Q4	$388K	Buy	+13,696	New	+$365K	﹤0.01%	952
2015 Q2	–	Sell	-17,281	Closed	-$442K	–	1344
2015 Q1	$442K	Buy	17,281 +4,801	+38%	+$137K	0.01%	941
2014 Q4	$341K	Buy	12,480 +3,241	+35%	+$84.4K	0.01%	933
2014 Q3	$219K	Buy	+9,239	New	+$229K	﹤0.01%	1022

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

United Capital Financial Advisors's HR Position: Q1 2017 in Review

United Capital Financial Advisors sold out of Healthcare Realty Trust Incorporated (HR) in Q1 2017, closing a stake of 8,361 shares — an estimated $254K sold.

United Capital Financial Advisors first reported a position in HR in Q3 2014 and held it in 8 quarters. The position peaked at $442K in Q1 2015. 223 funds tracked by Wall St. Rank hold HR as of Q1 2017.

United Capital Financial Advisors reported no remaining Healthcare Realty Trust Incorporated position as of Q1 2017 after selling out during the quarter.
United Capital Financial Advisors sold 8,361 Healthcare Realty Trust Incorporated shares in Q1 2017, an estimated $254K.
United Capital Financial Advisors first reported a position in Healthcare Realty Trust Incorporated in Q3 2014 and held it in 8 quarters.
United Capital Financial Advisors's Healthcare Realty Trust Incorporated position peaked at $442K in Q1 2015.
223 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.