WIL
DOC icon

Winifred I. Li’s Healthpeak Properties DOC Stock Holding History

Winifred I. Li’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
-3,294
Closed -$123K – 397
2013
Q3 		$123K Hold
3,294
– – 0.11% 158
2013
Q2 		$136K Buy
+3,294
New +$150K 0.13% 151

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

Winifred I. Li's DOC Position: Q4 2013 in Review

Winifred I. Li sold out of Healthpeak Properties (DOC) in Q4 2013, closing a stake of 3,294 shares — an estimated $123K sold.

Winifred I. Li first reported a position in DOC in Q2 2013 and held it in 2 quarters. The position peaked at $136K in Q2 2013. 561 funds tracked by Wall St. Rank hold DOC as of Q4 2013.

  • Winifred I. Li reported no remaining Healthpeak Properties position as of Q4 2013 after selling out during the quarter.
  • Winifred I. Li sold 3,294 Healthpeak Properties shares in Q4 2013, an estimated $123K.
  • Winifred I. Li first reported a position in Healthpeak Properties in Q2 2013 and held it in 2 quarters.
  • Winifred I. Li's Healthpeak Properties position peaked at $136K in Q2 2013.
  • 561 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2013.

Based on Winifred I. Li's 13F filing for Q4 2013, filed 6 Feb 2014.