Arbor Wealth Management (Florida)’s Diversified Healthcare Trust DHC Stock Holding History

Arbor Wealth Management (Florida)’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	-9,850	Closed	-$215K	–	70
2016 Q3	$215K	Sell	9,850 -64	-0.6%	-$1.42K	0.18%	72
2016 Q2	$220K	Buy	+9,914	New	+$185K	0.21%	65
2016 Q1	–	Sell	-10,649	Closed	-$150K	–	77
2015 Q4	$150K	Buy	+10,649	New	+$159K	0.16%	81

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 $3.37T AUM 44.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arbor Wealth Management (Florida)'s DHC Position: Q4 2016 in Review

Arbor Wealth Management (Florida) sold out of Diversified Healthcare Trust (DHC) in Q4 2016, closing a stake of 9,850 shares — an estimated $215K sold.

Arbor Wealth Management (Florida) first reported a position in DHC in Q4 2015 and held it in 3 quarters. The position peaked at $220K in Q2 2016. 319 funds tracked by Wall St. Rank hold DHC as of Q4 2016.

Arbor Wealth Management (Florida) reported no remaining Diversified Healthcare Trust position as of Q4 2016 after selling out during the quarter.
Arbor Wealth Management (Florida) sold 9,850 Diversified Healthcare Trust shares in Q4 2016, an estimated $215K.
Arbor Wealth Management (Florida) first reported a position in Diversified Healthcare Trust in Q4 2015 and held it in 3 quarters.
Arbor Wealth Management (Florida)'s Diversified Healthcare Trust position peaked at $220K in Q2 2016.
319 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2016.

Based on Arbor Wealth Management (Florida)'s 13F filing for Q4 2016, filed 14 Feb 2017.