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Valeo Financial Advisors’s Healthcare Realty HR Stock Holding History

Valeo 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
2019
Q1 		– Sell
-54
Closed -$1K – 1583
2018
Q4 		$1K Sell
54
-21
-28% -$556 ﹤0.01% 1379
2018
Q3 		$2K Hold
75
– – ﹤0.01% 1468
2018
Q2 		$2K Sell
75
-35
-32% -$891 ﹤0.01% 1341
2018
Q1 		$3K Buy
110
+35
+47% +$932 ﹤0.01% 1256
2017
Q4 		$2K Buy
75
+21
+39% +$635 ﹤0.01% 1185
2017
Q3 		$2K Buy
+54
New +$1.64K ﹤0.01% 1019

Other funds holding HR

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Valeo Financial Advisors's HR Position: Q1 2019 in Review

Valeo Financial Advisors sold out of Healthcare Realty (HR) in Q1 2019, closing a stake of 54 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in HR in Q3 2017 and held it in 6 quarters. The position peaked at $3K in Q1 2018. 337 funds tracked by Wall St. Rank hold HR as of Q1 2019.

  • Valeo Financial Advisors reported no remaining Healthcare Realty position as of Q1 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 54 Healthcare Realty shares in Q1 2019, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Healthcare Realty in Q3 2017 and held it in 6 quarters.
  • Valeo Financial Advisors's Healthcare Realty position peaked at $3K in Q1 2018.
  • 337 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2019.

Based on Valeo Financial Advisors's 13F filing for Q1 2019, filed 12 Apr 2019.