Woodmont Investment Counsel’s Healthpeak Properties DOC Stock Holding History

Woodmont Investment Counsel’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 Q4	–	Sell	-419	Closed	-$14K	–	296
2016 Q3	$14K	Buy	+419	New	+$14.7K	﹤0.01%	422
2016 Q2	–	Sell	-91	Closed	-$3K	–	250
2016 Q1	$3K	Hold	91	–	–	﹤0.01%	478
2015 Q4	$3K	Hold	91	–	–	﹤0.01%	487
2015 Q3	$3K	Sell	91 -129	-59%	-$4.46K	﹤0.01%	485
2015 Q2	$7K	Buy	+220	New	+$8.01K	﹤0.01%	452

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Woodmont Investment Counsel's DOC Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Healthpeak Properties (DOC) in Q4 2016, closing a stake of 419 shares — an estimated $14K sold.

Woodmont Investment Counsel first reported a position in DOC in Q2 2015 and held it in 5 quarters. The position peaked at $14K in Q3 2016. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2016.

Woodmont Investment Counsel reported no remaining Healthpeak Properties position as of Q4 2016 after selling out during the quarter.
Woodmont Investment Counsel sold 419 Healthpeak Properties shares in Q4 2016, an estimated $14K.
Woodmont Investment Counsel first reported a position in Healthpeak Properties in Q2 2015 and held it in 5 quarters.
Woodmont Investment Counsel's Healthpeak Properties position peaked at $14K in Q3 2016.
598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.