CYG
DHC

Clean Yield Group’s Diversified Healthcare Trust DHC Stock Holding History

Clean Yield Group’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
Q4 		– Sell
-50
Closed -$1K – 170
2016
Q3 		$1K Hold
50
– – ﹤0.01% 309
2016
Q2 		$1K Hold
50
– – ﹤0.01% 290
2016
Q1 		$1K Buy
+50
New +$780 ﹤0.01% 286
2015
Q2 		– Sell
-145
Closed -$3K – 160
2015
Q1 		$3K Buy
+145
New +$3.24K ﹤0.01% 338

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clean Yield Group's DHC Position: Q4 2016 in Review

Clean Yield Group sold out of Diversified Healthcare Trust (DHC) in Q4 2016, closing a stake of 50 shares — an estimated $1K sold.

Clean Yield Group first reported a position in DHC in Q1 2015 and held it in 4 quarters. The position peaked at $3K in Q1 2015. 319 funds tracked by Wall St. Rank hold DHC as of Q4 2016.

  • Clean Yield Group reported no remaining Diversified Healthcare Trust position as of Q4 2016 after selling out during the quarter.
  • Clean Yield Group sold 50 Diversified Healthcare Trust shares in Q4 2016, an estimated $1K.
  • Clean Yield Group first reported a position in Diversified Healthcare Trust in Q1 2015 and held it in 4 quarters.
  • Clean Yield Group's Diversified Healthcare Trust position peaked at $3K in Q1 2015.
  • 319 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2016.

Based on Clean Yield Group's 13F filing for Q4 2016, filed 24 Jan 2017.