Avantax Planning Partners’s Diversified Healthcare Trust DHC Stock Holding History

Avantax Planning Partners’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
2019 Q2	–	Sell	-11,034	Closed	-$130K	–	301
2019 Q1	$130K	Hold	11,034	–	–	0.01%	288
2018 Q4	$129K	Buy	11,034 +9,984	+951%	+$148K	0.01%	263
2018 Q3	$18K	Buy	+1,050	New	+$19.3K	﹤0.01%	726
2018 Q2	–	Sell	-9,280	Closed	-$145K	–	526
2018 Q1	$145K	Sell	9,280 -2,432	-21%	-$40.4K	0.01%	342
2017 Q4	$224K	Sell	11,712 -679	-5%	-$13K	0.02%	280
2017 Q3	$242K	Sell	12,391 -520	-4%	-$10.1K	0.02%	327
2017 Q2	$264K	Sell	12,911 -368	-3%	-$7.85K	0.02%	274
2017 Q1	$269K	Buy	13,279 +400	+3%	+$7.84K	0.02%	257
2016 Q4	$244K	Buy	+12,879	New	+$250K	0.03%	261

Other funds holding DHC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avantax Planning Partners's DHC Position: Q2 2019 in Review

Avantax Planning Partners sold out of Diversified Healthcare Trust (DHC) in Q2 2019, closing a stake of 11,034 shares — an estimated $130K sold.

Avantax Planning Partners first reported a position in DHC in Q4 2016 and held it in 9 quarters. The position peaked at $269K in Q1 2017. 301 funds tracked by Wall St. Rank hold DHC as of Q2 2019.

Avantax Planning Partners reported no remaining Diversified Healthcare Trust position as of Q2 2019 after selling out during the quarter.
Avantax Planning Partners sold 11,034 Diversified Healthcare Trust shares in Q2 2019, an estimated $130K.
Avantax Planning Partners first reported a position in Diversified Healthcare Trust in Q4 2016 and held it in 9 quarters.
Avantax Planning Partners's Diversified Healthcare Trust position peaked at $269K in Q1 2017.
301 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2019.

Based on Avantax Planning Partners's 13F filing for Q2 2019, filed 7 Aug 2019.