ACP
DHC

Aveo Capital Partners’s Diversified Healthcare Trust DHC Stock Holding History

Aveo Capital 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
2017
Q1 		– Sell
-10,934
Closed -$207K – 152
2016
Q4 		$207K Buy
+10,934
New +$212K 0.06% 215

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Morgan Stanley
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Principal Financial Group
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SCRM
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
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Aveo Capital Partners's DHC Position: Q1 2017 in Review

Aveo Capital Partners sold out of Diversified Healthcare Trust (DHC) in Q1 2017, closing a stake of 10,934 shares — an estimated $207K sold.

Aveo Capital Partners first reported a position in DHC in Q4 2016 and held it in 1 quarter. The position peaked at $207K in Q4 2016. 316 funds tracked by Wall St. Rank hold DHC as of Q1 2017.

  • Aveo Capital Partners reported no remaining Diversified Healthcare Trust position as of Q1 2017 after selling out during the quarter.
  • Aveo Capital Partners sold 10,934 Diversified Healthcare Trust shares in Q1 2017, an estimated $207K.
  • Aveo Capital Partners first reported a position in Diversified Healthcare Trust in Q4 2016 and held it in 1 quarter.
  • Aveo Capital Partners's Diversified Healthcare Trust position peaked at $207K in Q4 2016.
  • 316 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2017.

Based on Aveo Capital Partners's 13F filing for Q1 2017, filed 15 May 2017.