Baystate Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History

Baystate Wealth Management’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 Q3	–	Sell	-550	Closed	-$5K	–	589
2019 Q2	$5K	Hold	550	–	–	﹤0.01%	426
2019 Q1	$4K	Buy	550 +15	+3%	+$192	﹤0.01%	447
2018 Q4	$7K	Buy	535 +13	+2%	+$193	﹤0.01%	408
2018 Q3	$9K	Buy	522 +10	+2%	+$184	﹤0.01%	382
2018 Q2	$9K	Buy	512 +12	+2%	+$198	﹤0.01%	384
2018 Q1	$7K	Hold	500	–	–	﹤0.01%	385
2017 Q4	$9K	Hold	500	–	–	﹤0.01%	380
2017 Q3	$8K	Hold	500	–	–	﹤0.01%	367
2017 Q2	$10K	Hold	500	–	–	﹤0.01%	339
2017 Q1	$11K	Hold	500	–	–	﹤0.01%	327
2016 Q4	$10K	Buy	+500	New	+$9.69K	﹤0.01%	299

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Baystate Wealth Management's DHC Position: Q3 2019 in Review

Baystate Wealth Management sold out of Diversified Healthcare Trust (DHC) in Q3 2019, closing a stake of 550 shares — an estimated $5K sold.

Baystate Wealth Management first reported a position in DHC in Q4 2016 and held it in 11 quarters. The position peaked at $11K in Q1 2017. 276 funds tracked by Wall St. Rank hold DHC as of Q3 2019.

Baystate Wealth Management reported no remaining Diversified Healthcare Trust position as of Q3 2019 after selling out during the quarter.
Baystate Wealth Management sold 550 Diversified Healthcare Trust shares in Q3 2019, an estimated $5K.
Baystate Wealth Management first reported a position in Diversified Healthcare Trust in Q4 2016 and held it in 11 quarters.
Baystate Wealth Management's Diversified Healthcare Trust position peaked at $11K in Q1 2017.
276 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2019.

Based on Baystate Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.