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Welch & Forbes’s Healthpeak Properties DOC Stock Holding History

Welch & Forbes’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-7,869
Closed -$293K – 324
2013
Q3 		$293K Buy
7,869
+2,716
+53% +$106K 0.01% 295
2013
Q2 		$213K Buy
+5,153
New +$235K 0.01% 302

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Welch & Forbes's DOC Position: Q4 2013 in Review

Welch & Forbes sold out of Healthpeak Properties (DOC) in Q4 2013, closing a stake of 7,869 shares — an estimated $293K sold.

Welch & Forbes first reported a position in DOC in Q2 2013 and held it in 2 quarters. The position peaked at $293K in Q3 2013. 561 funds tracked by Wall St. Rank hold DOC as of Q4 2013.

  • Welch & Forbes reported no remaining Healthpeak Properties position as of Q4 2013 after selling out during the quarter.
  • Welch & Forbes sold 7,869 Healthpeak Properties shares in Q4 2013, an estimated $293K.
  • Welch & Forbes first reported a position in Healthpeak Properties in Q2 2013 and held it in 2 quarters.
  • Welch & Forbes's Healthpeak Properties position peaked at $293K in Q3 2013.
  • 561 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2013.

Based on Welch & Forbes's 13F filing for Q4 2013, filed 17 Jan 2014.