BWA
DHC

Burt Wealth Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Burt 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
2016
Q2 		– Sell
-1,500
Closed -$27K – 459
2016
Q1 		$27K Buy
+1,500
New +$23.4K 0.02% 216

Other funds holding DHC

Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Burt Wealth Advisors's DHC Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Diversified Healthcare Trust (DHC) in Q2 2016, closing a stake of 1,500 shares — an estimated $27K sold.

Burt Wealth Advisors first reported a position in DHC in Q1 2016 and held it in 1 quarter. The position peaked at $27K in Q1 2016. 330 funds tracked by Wall St. Rank hold DHC as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Diversified Healthcare Trust position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,500 Diversified Healthcare Trust shares in Q2 2016, an estimated $27K.
  • Burt Wealth Advisors first reported a position in Diversified Healthcare Trust in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Diversified Healthcare Trust position peaked at $27K in Q1 2016.
  • 330 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.