Aviva’s Diversified Healthcare Trust DHC Stock Holding History

Aviva’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	-21,900	Closed	-$497K	–	760
2016 Q3	$497K	Buy	+21,900	New	+$485K	﹤0.01%	756
2016 Q2	–	Sell	-79,900	Closed	-$1.43M	–	767
2016 Q1	$1.43M	Hold	79,900	–	–	0.01%	713
2015 Q4	$1.19M	Buy	+79,900	New	+$1.19M	0.01%	734

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

Aviva's DHC Position: Q4 2016 in Review

Aviva sold out of Diversified Healthcare Trust (DHC) in Q4 2016, closing a stake of 21,900 shares — an estimated $497K sold.

Aviva first reported a position in DHC in Q4 2015 and held it in 3 quarters. The position peaked at $1.43M in Q1 2016. 319 funds tracked by Wall St. Rank hold DHC as of Q4 2016.

Aviva reported no remaining Diversified Healthcare Trust position as of Q4 2016 after selling out during the quarter.
Aviva sold 21,900 Diversified Healthcare Trust shares in Q4 2016, an estimated $497K.
Aviva first reported a position in Diversified Healthcare Trust in Q4 2015 and held it in 3 quarters.
Aviva's Diversified Healthcare Trust position peaked at $1.43M in Q1 2016.
319 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2016.

Based on Aviva's 13F filing for Q4 2016, filed 13 Feb 2017.