WCM
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Wealthcare Capital Management’s Healthcare Realty HR Stock Holding History

Wealthcare Capital Management’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
2015
Q2 		– Sell
-44
Closed -$1K – 599
2015
Q1 		$1K Buy
+44
New +$1.24K ﹤0.01% 865

Other funds holding HR

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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Wealthcare Capital Management's HR Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Healthcare Realty (HR) in Q2 2015, closing a stake of 44 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in HR in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 199 funds tracked by Wall St. Rank hold HR as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Healthcare Realty position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 44 Healthcare Realty shares in Q2 2015, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Healthcare Realty in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Healthcare Realty position peaked at $1K in Q1 2015.
  • 199 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.