UFA
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US Financial Advisors’s Healthpeak Properties DOC Stock Holding History

US Financial 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
2016
Q2 		– Sell
-659
Closed -$20K – 124
2016
Q1 		$20K Sell
659
-251
-28% -$7.53K 0.03% 163
2015
Q4 		$32K Buy
910
+251
+38% +$8.4K 0.03% 187
2015
Q3 		$22K Hold
659
– – 0.04% 192
2015
Q2 		$22K Sell
659
-263
-29% -$9.57K 0.02% 173
2015
Q1 		$36K Hold
922
– – 0.03% 140
2014
Q4 		$37K Buy
+922
New +$36.6K 0.03% 128

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

US Financial Advisors's DOC Position: Q2 2016 in Review

US Financial Advisors sold out of Healthpeak Properties (DOC) in Q2 2016, closing a stake of 659 shares — an estimated $20K sold.

US Financial Advisors first reported a position in DOC in Q4 2014 and held it in 6 quarters. The position peaked at $37K in Q4 2014. 609 funds tracked by Wall St. Rank hold DOC as of Q2 2016.

  • US Financial Advisors reported no remaining Healthpeak Properties position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 659 Healthpeak Properties shares in Q2 2016, an estimated $20K.
  • US Financial Advisors first reported a position in Healthpeak Properties in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's Healthpeak Properties position peaked at $37K in Q4 2014.
  • 609 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.