BPBT
DHC

Boston Private Bank & Trust’s Diversified Healthcare Trust DHC Stock Holding History

Boston Private Bank & Trust’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
2014
Q1 		– Sell
-1,469
Closed -$32K – 1037
2013
Q4 		$32K Buy
+1,469
New +$34K ﹤0.01% 662

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Boston Private Bank & Trust's DHC Position: Q1 2014 in Review

Boston Private Bank & Trust sold out of Diversified Healthcare Trust (DHC) in Q1 2014, closing a stake of 1,469 shares — an estimated $32K sold.

Boston Private Bank & Trust first reported a position in DHC in Q4 2013 and held it in 1 quarter. The position peaked at $32K in Q4 2013. 306 funds tracked by Wall St. Rank hold DHC as of Q1 2014.

  • Boston Private Bank & Trust reported no remaining Diversified Healthcare Trust position as of Q1 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 1,469 Diversified Healthcare Trust shares in Q1 2014, an estimated $32K.
  • Boston Private Bank & Trust first reported a position in Diversified Healthcare Trust in Q4 2013 and held it in 1 quarter.
  • Boston Private Bank & Trust's Diversified Healthcare Trust position peaked at $32K in Q4 2013.
  • 306 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2014.

Based on Boston Private Bank & Trust's 13F filing for Q1 2014, filed 15 Apr 2014.