CCA
DHC

Checchi Capital Advisers’s Diversified Healthcare Trust DHC Stock Holding History

Checchi Capital Advisers’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
Q3 		– Sell
-5,450
Closed -$114K – 612
2016
Q2 		$114K Buy
5,450
+34
+0.6% +$633 0.01% 529
2016
Q1 		$97K Buy
+5,416
New +$84.5K 0.02% 597

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Checchi Capital Advisers's DHC Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Diversified Healthcare Trust (DHC) in Q3 2016, closing a stake of 5,450 shares — an estimated $114K sold.

Checchi Capital Advisers first reported a position in DHC in Q1 2016 and held it in 2 quarters. The position peaked at $114K in Q2 2016. 325 funds tracked by Wall St. Rank hold DHC as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Diversified Healthcare Trust position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 5,450 Diversified Healthcare Trust shares in Q3 2016, an estimated $114K.
  • Checchi Capital Advisers first reported a position in Diversified Healthcare Trust in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Diversified Healthcare Trust position peaked at $114K in Q2 2016.
  • 325 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.