V Wealth Advisors’s Healthcare Realty HR Stock Holding History

V Wealth 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 Q3	–	Sell	-3,252	Closed	-$101K	–	427
2017 Q2	$101K	Buy	+3,252	New	+$103K	0.05%	240

Other funds holding HR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CIMLRA

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

V Wealth Advisors's HR Position: Q3 2017 in Review

V Wealth Advisors sold out of Healthcare Realty (HR) in Q3 2017, closing a stake of 3,252 shares — an estimated $101K sold.

V Wealth Advisors first reported a position in HR in Q2 2017 and held it in 1 quarter. The position peaked at $101K in Q2 2017. 276 funds tracked by Wall St. Rank hold HR as of Q3 2017.

V Wealth Advisors reported no remaining Healthcare Realty position as of Q3 2017 after selling out during the quarter.
V Wealth Advisors sold 3,252 Healthcare Realty shares in Q3 2017, an estimated $101K.
V Wealth Advisors first reported a position in Healthcare Realty in Q2 2017 and held it in 1 quarter.
V Wealth Advisors's Healthcare Realty position peaked at $101K in Q2 2017.
276 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.