Camarda Financial Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Camarda Financial 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
2015 Q3	–	Sell	-6,319	Closed	-$110K	–	175
2015 Q2	$110K	Sell	6,319 -8,217	-57%	-$163K	0.06%	98
2015 Q1	$320K	Buy	14,536 +1,296	+10%	+$29K	0.18%	75
2014 Q4	$290K	Buy	13,240 +3,117	+31%	+$68.3K	0.18%	82
2014 Q3	$210K	Sell	10,123 -3,491	-26%	-$79.1K	0.15%	84
2014 Q2	$328K	Buy	13,614 +9,364	+220%	+$219K	0.22%	79
2014 Q1	$95K	Sell	4,250 -484	-10%	-$10.6K	0.07%	97
2013 Q4	$104K	Buy	+4,734	New	+$110K	0.08%	80
2013 Q3	–	Sell	-3,091	Closed	-$79K	–	127
2013 Q2	$79K	Buy	+3,091	New	+$83.9K	0.07%	94

Other funds holding DHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Camarda Financial Advisors's DHC Position: Q3 2015 in Review

Camarda Financial Advisors sold out of Diversified Healthcare Trust (DHC) in Q3 2015, closing a stake of 6,319 shares — an estimated $110K sold.

Camarda Financial Advisors first reported a position in DHC in Q2 2013 and held it in 8 quarters. The position peaked at $328K in Q2 2014. 312 funds tracked by Wall St. Rank hold DHC as of Q3 2015.

Camarda Financial Advisors reported no remaining Diversified Healthcare Trust position as of Q3 2015 after selling out during the quarter.
Camarda Financial Advisors sold 6,319 Diversified Healthcare Trust shares in Q3 2015, an estimated $110K.
Camarda Financial Advisors first reported a position in Diversified Healthcare Trust in Q2 2013 and held it in 8 quarters.
Camarda Financial Advisors's Diversified Healthcare Trust position peaked at $328K in Q2 2014.
312 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2015.

Based on Camarda Financial Advisors's 13F filing for Q3 2015, filed 21 Oct 2015.