Certified Advisory Corp’s Diversified Healthcare Trust DHC Stock Holding History

Certified Advisory Corp’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 Q2	$4K	Buy	876 +3	+0.3%	+$11	﹤0.01%	646
2020 Q1	$3K	Buy	873 +17	+2%	+$112	﹤0.01%	656
2019 Q4	$7K	Buy	856 +16	+2%	+$135	﹤0.01%	623
2019 Q3	$8K	Buy	840 +13	+2%	+$112	﹤0.01%	615
2019 Q2	$7K	Sell	827 -1,441	-64%	-$12K	﹤0.01%	631
2019 Q1	$27K	Buy	2,268 +28	+1%	+$359	0.01%	396
2018 Q4	$26K	Sell	2,240 -2,748	-55%	-$40.8K	0.01%	370
2018 Q3	$88K	Sell	4,988 -346	-6%	-$6.35K	0.04%	219
2018 Q2	$97K	Buy	5,334 +43	+0.8%	+$711	0.05%	196
2018 Q1	$82K	Buy	5,291 +42	+0.8%	+$698	0.05%	213
2017 Q4	$100K	Buy	+5,249	New	+$101K	0.07%	162

Other funds holding DHC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Certified Advisory Corp's DHC Position: Q2 2020 in Review

Certified Advisory Corp increased its Diversified Healthcare Trust (DHC) stake by 0.34% in Q2 2020, buying an estimated $11 and bringing the position to 876 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Certified Advisory Corp first reported a position in DHC in Q4 2017 and has held it in 11 quarters since. The position peaked at $100K in Q4 2017. 224 funds tracked by Wall St. Rank hold DHC as of Q2 2020.

Certified Advisory Corp held 876 shares of Diversified Healthcare Trust worth $4K as of Q2 2020.
Certified Advisory Corp bought 3 Diversified Healthcare Trust shares in Q2 2020, an estimated $11.
Diversified Healthcare Trust made up ﹤0.01% of Certified Advisory Corp's portfolio in Q2 2020, its #646 holding.
Certified Advisory Corp first reported a position in Diversified Healthcare Trust in Q4 2017 and has held it in 11 quarters since.
Certified Advisory Corp's Diversified Healthcare Trust position peaked at $100K in Q4 2017.
224 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.