WEC
HR icon

Winslow Evans & Crocker’s Healthcare Realty HR Stock Holding History

Winslow Evans & Crocker’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
Q3 		– Sell
-156
Closed -$3.74K – 1312
2015
Q2 		$3.74K Hold
156
– – ﹤0.01% 1133
2015
Q1 		$4.35K Hold
156
– – ﹤0.01% 1064
2014
Q4 		$4.2K Hold
156
– – ﹤0.01% 1077
2014
Q3 		$3.62K Sell
156
-188
-55% -$4.56K ﹤0.01% 1160
2014
Q2 		$8.27K Hold
344
– – ﹤0.01% 892
2014
Q1 		$7.83K Sell
344
-4,232
-92% -$92.2K ﹤0.01% 908
2013
Q4 		$90K Buy
+4,576
New +$97K 0.03% 395

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

Winslow Evans & Crocker's HR Position: Q3 2015 in Review

Winslow Evans & Crocker sold out of Healthcare Realty (HR) in Q3 2015, closing a stake of 156 shares — an estimated $3.74K sold.

Winslow Evans & Crocker first reported a position in HR in Q4 2013 and held it in 7 quarters. The position peaked at $90K in Q4 2013. 202 funds tracked by Wall St. Rank hold HR as of Q3 2015.

  • Winslow Evans & Crocker reported no remaining Healthcare Realty position as of Q3 2015 after selling out during the quarter.
  • Winslow Evans & Crocker sold 156 Healthcare Realty shares in Q3 2015, an estimated $3.74K.
  • Winslow Evans & Crocker first reported a position in Healthcare Realty in Q4 2013 and held it in 7 quarters.
  • Winslow Evans & Crocker's Healthcare Realty position peaked at $90K in Q4 2013.
  • 202 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2015.

Based on Winslow Evans & Crocker's 13F filing for Q3 2015, filed 21 Oct 2015.