Amica Retiree Medical Trust’s Diversified Healthcare Trust DHC Stock Holding History

Amica Retiree Medical Trust’s Portfolio DHC Stock Details DHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,693	Closed	-$61K	–	410
2016 Q3	$61K	Hold	2,693	–	–	0.05%	319
2016 Q2	$56K	Hold	2,693	–	–	0.05%	331
2016 Q1	$48K	Hold	2,693	–	–	0.04%	341
2015 Q4	$40K	Sell	2,693 -24	-0.9%	-$359	0.03%	363
2015 Q3	$44K	Hold	2,717	–	–	0.04%	322
2015 Q2	$47K	Hold	2,717	–	–	0.04%	324
2015 Q1	$60K	Hold	2,717	–	–	0.05%	298
2014 Q4	$60K	Hold	2,717	–	–	0.05%	295
2014 Q3	$56K	Buy	2,717 +613	+29%	+$13.9K	0.05%	300
2014 Q2	$51K	Hold	2,104	–	–	0.04%	307
2014 Q1	$47K	Hold	2,104	–	–	0.04%	300
2013 Q4	$46K	Buy	+2,104	New	+$48.7K	0.04%	300

Other funds holding DHC

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

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

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

BFA

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

BIT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Amica Retiree Medical Trust's DHC Position: Q4 2016 in Review

Amica Retiree Medical Trust sold out of Diversified Healthcare Trust (DHC) in Q4 2016, closing a stake of 2,693 shares — an estimated $61K sold.

Amica Retiree Medical Trust first reported a position in DHC in Q4 2013 and held it in 12 quarters. The position peaked at $61K in Q3 2016. 319 funds tracked by Wall St. Rank hold DHC as of Q4 2016.

Amica Retiree Medical Trust reported no remaining Diversified Healthcare Trust position as of Q4 2016 after selling out during the quarter.
Amica Retiree Medical Trust sold 2,693 Diversified Healthcare Trust shares in Q4 2016, an estimated $61K.
Amica Retiree Medical Trust first reported a position in Diversified Healthcare Trust in Q4 2013 and held it in 12 quarters.
Amica Retiree Medical Trust's Diversified Healthcare Trust position peaked at $61K in Q3 2016.
319 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2016.

Based on Amica Retiree Medical Trust's 13F filing for Q4 2016, filed 30 Jan 2017.