V
BMR

Veritable’s BIOMED REALTY TRUST INC BMR Stock Holding History

Veritable’s Portfolio BMR Stock Details BMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-11,270
Closed -$243K – 983
2014
Q4 		$243K Sell
11,270
-4,070
-27% -$86.7K 0.01% 819
2014
Q3 		$310K Sell
15,340
-1,919
-11% -$41.7K 0.01% 760
2014
Q2 		$377K Hold
17,259
– – 0.01% 688
2014
Q1 		$354K Buy
17,259
+1,200
+7% +$23.7K 0.01% 679
2013
Q4 		$291K Buy
16,059
+1,500
+10% +$28.4K 0.01% 727
2013
Q3 		$271K Buy
14,559
+538
+4% +$10.6K 0.01% 759
2013
Q2 		$284K Buy
+14,021
New +$303K 0.01% 745

Other funds holding BMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Veritable's BMR Position: Q1 2015 in Review

Veritable sold out of BIOMED REALTY TRUST INC (BMR) in Q1 2015, closing a stake of 11,270 shares — an estimated $243K sold.

Veritable first reported a position in BMR in Q2 2013 and held it in 7 quarters. The position peaked at $377K in Q2 2014. 273 funds tracked by Wall St. Rank hold BMR as of Q1 2015.

  • Veritable reported no remaining BIOMED REALTY TRUST INC position as of Q1 2015 after selling out during the quarter.
  • Veritable sold 11,270 BIOMED REALTY TRUST INC shares in Q1 2015, an estimated $243K.
  • Veritable first reported a position in BIOMED REALTY TRUST INC in Q2 2013 and held it in 7 quarters.
  • Veritable's BIOMED REALTY TRUST INC position peaked at $377K in Q2 2014.
  • 273 funds tracked by Wall St. Rank held BIOMED REALTY TRUST INC as of Q1 2015.

Based on Veritable's 13F filing for Q1 2015, filed 15 May 2015.