ECM
DHC

ETrade Capital Management’s Diversified Healthcare Trust DHC Stock Holding History

ETrade Capital Management’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
2018
Q3 		– Sell
-12,509
Closed -$226K – 818
2018
Q2 		$226K Sell
12,509
-186
-1% -$3.08K 0.01% 728
2018
Q1 		$199K Buy
12,695
+749
+6% +$12.5K 0.01% 727
2017
Q4 		$229K Buy
+11,946
New +$229K 0.01% 689
2014
Q2 		– Sell
-2,497
Closed -$55K – 498
2014
Q1 		$55K Buy
2,497
+540
+28% +$11.8K ﹤0.01% 553
2013
Q4 		$43K Sell
1,957
-450
-19% -$10.4K ﹤0.01% 484
2013
Q3 		$56K Buy
2,407
+916
+61% +$22.2K 0.01% 412
2013
Q2 		$38K Buy
+1,491
New +$40.5K ﹤0.01% 413

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ETrade Capital Management's DHC Position: Q3 2018 in Review

ETrade Capital Management sold out of Diversified Healthcare Trust (DHC) in Q3 2018, closing a stake of 12,509 shares — an estimated $226K sold.

ETrade Capital Management first reported a position in DHC in Q2 2013 and held it in 7 quarters. The position peaked at $229K in Q4 2017. 337 funds tracked by Wall St. Rank hold DHC as of Q3 2018.

  • ETrade Capital Management reported no remaining Diversified Healthcare Trust position as of Q3 2018 after selling out during the quarter.
  • ETrade Capital Management sold 12,509 Diversified Healthcare Trust shares in Q3 2018, an estimated $226K.
  • ETrade Capital Management first reported a position in Diversified Healthcare Trust in Q2 2013 and held it in 7 quarters.
  • ETrade Capital Management's Diversified Healthcare Trust position peaked at $229K in Q4 2017.
  • 337 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2018.

Based on ETrade Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.