CDIA
DHC

Capital Directions Investment Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Capital Directions Investment 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
2020
Q1 		– Sell
-1,500
Closed -$13K – 233
2019
Q4 		$13K Hold
1,500
– – ﹤0.01% 214
2019
Q3 		$14K Buy
+1,500
New +$12.9K ﹤0.01% 204

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Directions Investment Advisors's DHC Position: Q1 2020 in Review

Capital Directions Investment Advisors sold out of Diversified Healthcare Trust (DHC) in Q1 2020, closing a stake of 1,500 shares — an estimated $13K sold.

Capital Directions Investment Advisors first reported a position in DHC in Q3 2019 and held it in 2 quarters. The position peaked at $14K in Q3 2019. 246 funds tracked by Wall St. Rank hold DHC as of Q1 2020.

  • Capital Directions Investment Advisors reported no remaining Diversified Healthcare Trust position as of Q1 2020 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 1,500 Diversified Healthcare Trust shares in Q1 2020, an estimated $13K.
  • Capital Directions Investment Advisors first reported a position in Diversified Healthcare Trust in Q3 2019 and held it in 2 quarters.
  • Capital Directions Investment Advisors's Diversified Healthcare Trust position peaked at $14K in Q3 2019.
  • 246 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q1 2020, filed 11 May 2020.