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WealthTrust-Arizona’s Healthcare Realty HR Stock Holding History

WealthTrust-Arizona’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
2013
Q3 		– Sell
-873
Closed -$20K – 652
2013
Q2 		$20K Buy
+873
New +$21K 0.03% 233

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Adelante Capital Management Alameda, California $1.46B AUM 8.98% 1-Year Est. Return

WealthTrust-Arizona's HR Position: Q3 2013 in Review

WealthTrust-Arizona sold out of Healthcare Realty (HR) in Q3 2013, closing a stake of 873 shares — an estimated $20K sold.

WealthTrust-Arizona first reported a position in HR in Q2 2013 and held it in 1 quarter. The position peaked at $20K in Q2 2013. 162 funds tracked by Wall St. Rank hold HR as of Q3 2013.

  • WealthTrust-Arizona reported no remaining Healthcare Realty position as of Q3 2013 after selling out during the quarter.
  • WealthTrust-Arizona sold 873 Healthcare Realty shares in Q3 2013, an estimated $20K.
  • WealthTrust-Arizona first reported a position in Healthcare Realty in Q2 2013 and held it in 1 quarter.
  • WealthTrust-Arizona's Healthcare Realty position peaked at $20K in Q2 2013.
  • 162 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2013.

Based on WealthTrust-Arizona's 13F filing for Q3 2013, filed 23 Oct 2013.