UFF
DOC

USA Financial Formulas’s PHYSICIANS REALTY TRUST DOC Stock Holding History

USA Financial Formulas’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
2019
Q3 		– Sell
-3,083
Closed -$58K – 280
2019
Q2 		$58K Buy
3,083
+403
+15% +$7.33K 0.03% 108
2019
Q1 		$50K Buy
+2,680
New +$47.7K 0.03% 109

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

USA Financial Formulas's DOC Position: Q3 2019 in Review

USA Financial Formulas sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2019, closing a stake of 3,083 shares — an estimated $58K sold.

USA Financial Formulas first reported a position in DOC in Q1 2019 and held it in 2 quarters. The position peaked at $58K in Q2 2019. 274 funds tracked by Wall St. Rank hold DOC as of Q3 2019.

  • USA Financial Formulas reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2019 after selling out during the quarter.
  • USA Financial Formulas sold 3,083 PHYSICIANS REALTY TRUST shares in Q3 2019, an estimated $58K.
  • USA Financial Formulas first reported a position in PHYSICIANS REALTY TRUST in Q1 2019 and held it in 2 quarters.
  • USA Financial Formulas's PHYSICIANS REALTY TRUST position peaked at $58K in Q2 2019.
  • 274 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2019.

Based on USA Financial Formulas's 13F filing for Q3 2019, filed 14 Nov 2019.