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Windsor Capital Management’s Healthcare Realty HR Stock Holding History

Windsor 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
Q4 		– Sell
-300
Closed -$7K – 229
2015
Q3 		$7K Buy
+300
New +$7.4K ﹤0.01% 370

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Windsor Capital Management's HR Position: Q4 2015 in Review

Windsor Capital Management sold out of Healthcare Realty (HR) in Q4 2015, closing a stake of 300 shares — an estimated $7K sold.

Windsor Capital Management first reported a position in HR in Q3 2015 and held it in 1 quarter. The position peaked at $7K in Q3 2015. 205 funds tracked by Wall St. Rank hold HR as of Q4 2015.

  • Windsor Capital Management reported no remaining Healthcare Realty position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 300 Healthcare Realty shares in Q4 2015, an estimated $7K.
  • Windsor Capital Management first reported a position in Healthcare Realty in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Healthcare Realty position peaked at $7K in Q3 2015.
  • 205 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.