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Westbourne Investment Advisors’s Healthpeak Properties DOC Stock Holding History

Westbourne Investment Advisors’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
2016
Q3 		– Sell
-4,419
Closed -$142K – 114
2016
Q2 		$142K Buy
+4,419
New +$137K 0.13% 118
2015
Q4 		– Sell
-7,274
Closed -$247K – 103
2015
Q3 		$247K Buy
7,274
+950
+15% +$32.8K 0.25% 95
2015
Q2 		$210K Buy
+6,324
New +$230K 0.19% 100

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Westbourne Investment Advisors's DOC Position: Q3 2016 in Review

Westbourne Investment Advisors sold out of Healthpeak Properties (DOC) in Q3 2016, closing a stake of 4,419 shares — an estimated $142K sold.

Westbourne Investment Advisors first reported a position in DOC in Q2 2015 and held it in 3 quarters. The position peaked at $247K in Q3 2015. 608 funds tracked by Wall St. Rank hold DOC as of Q3 2016.

  • Westbourne Investment Advisors reported no remaining Healthpeak Properties position as of Q3 2016 after selling out during the quarter.
  • Westbourne Investment Advisors sold 4,419 Healthpeak Properties shares in Q3 2016, an estimated $142K.
  • Westbourne Investment Advisors first reported a position in Healthpeak Properties in Q2 2015 and held it in 3 quarters.
  • Westbourne Investment Advisors's Healthpeak Properties position peaked at $247K in Q3 2015.
  • 608 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2016.

Based on Westbourne Investment Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.