BIG
DHC

Bellwether Investment Group’s Diversified Healthcare Trust DHC Stock Holding History

Bellwether Investment Group’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
-1,937
Closed -$37K – 813
2016
Q4 		$37K Buy
+1,937
New +$37.5K 0.03% 322
2016
Q2 		$27K Buy
+1,285
New +$23.9K 0.03% 308

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bellwether Investment Group's DHC Position: Q1 2017 in Review

Bellwether Investment Group sold out of Diversified Healthcare Trust (DHC) in Q1 2017, closing a stake of 1,937 shares — an estimated $37K sold.

Bellwether Investment Group first reported a position in DHC in Q2 2016 and held it in 2 quarters. The position peaked at $37K in Q4 2016. 316 funds tracked by Wall St. Rank hold DHC as of Q1 2017.

  • Bellwether Investment Group reported no remaining Diversified Healthcare Trust position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,937 Diversified Healthcare Trust shares in Q1 2017, an estimated $37K.
  • Bellwether Investment Group first reported a position in Diversified Healthcare Trust in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Diversified Healthcare Trust position peaked at $37K in Q4 2016.
  • 316 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.