BRWA
DHC

B. Riley Wealth Advisors’s Diversified Healthcare Trust DHC Stock Holding History

B. Riley Wealth Advisors’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
-18,281
Closed -$216K – 798
2019
Q1 		$216K Buy
+18,281
New +$234K 0.03% 625
2016
Q4 		– Sell
-12,479
Closed -$284K – 553
2016
Q3 		$284K Buy
12,479
+400
+3% +$8.85K 0.06% 416
2016
Q2 		$252K Buy
12,079
+851
+8% +$15.9K 0.05% 464
2016
Q1 		$201K Buy
+11,228
New +$175K 0.05% 475
2015
Q2 		– Sell
-13,477
Closed -$297K – 550
2015
Q1 		$297K Buy
13,477
+239
+2% +$5.34K 0.07% 359
2014
Q4 		$290 Sell
13,238
-3,328
-20% -$72.9K 0.01% 1140
2014
Q3 		$343K Sell
16,566
-17,658
-52% -$400K 0.09% 307
2014
Q2 		$418K Buy
34,224
+17,572
+106% +$411K 0.1% 227
2014
Q1 		$371K Buy
16,652
+1,583
+11% +$34.6K 0.11% 211
2013
Q4 		$332K Sell
15,069
-384
-2% -$8.89K 0.11% 219
2013
Q3 		$357K Sell
15,453
-1,816
-11% -$44K 0.12% 189
2013
Q2 		$444K Buy
+17,269
New +$469K 0.15% 166

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

B. Riley Wealth Advisors's DHC Position: Q2 2019 in Review

B. Riley Wealth Advisors sold out of Diversified Healthcare Trust (DHC) in Q2 2019, closing a stake of 18,281 shares — an estimated $216K sold.

B. Riley Wealth Advisors first reported a position in DHC in Q2 2013 and held it in 12 quarters. The position peaked at $444K in Q2 2013. 301 funds tracked by Wall St. Rank hold DHC as of Q2 2019.

  • B. Riley Wealth Advisors reported no remaining Diversified Healthcare Trust position as of Q2 2019 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 18,281 Diversified Healthcare Trust shares in Q2 2019, an estimated $216K.
  • B. Riley Wealth Advisors first reported a position in Diversified Healthcare Trust in Q2 2013 and held it in 12 quarters.
  • B. Riley Wealth Advisors's Diversified Healthcare Trust position peaked at $444K in Q2 2013.
  • 301 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2019.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.