Evercore Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History

Evercore Wealth 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
2016 Q4	–	Sell	-267	Closed	-$6K	–	1033
2016 Q3	$6K	Hold	267	–	–	﹤0.01%	917
2016 Q2	$6K	Buy	+267	New	+$4.97K	﹤0.01%	900
2015 Q4	–	Sell	-583	Closed	-$9K	–	1022
2015 Q3	$9K	Sell	583 -469	-45%	-$7.75K	﹤0.01%	847
2015 Q2	$18K	Sell	1,052 -567	-35%	-$11.2K	﹤0.01%	811
2015 Q1	$36K	Buy	1,619 +1,170	+261%	+$26.1K	﹤0.01%	673
2014 Q4	$10K	Sell	449 -3,301	-88%	-$72.3K	﹤0.01%	739
2014 Q3	$78K	Hold	3,750	–	–	﹤0.01%	544
2014 Q2	$90K	Buy	3,750 +2,443	+187%	+$57.1K	﹤0.01%	527
2014 Q1	$29K	Sell	1,307 -101	-7%	-$2.21K	﹤0.01%	677
2013 Q4	$31K	Buy	+1,408	New	+$32.6K	﹤0.01%	623

Other funds holding DHC

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evercore Wealth Management's DHC Position: Q4 2016 in Review

Evercore Wealth Management sold out of Diversified Healthcare Trust (DHC) in Q4 2016, closing a stake of 267 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in DHC in Q4 2013 and held it in 10 quarters. The position peaked at $90K in Q2 2014. 319 funds tracked by Wall St. Rank hold DHC as of Q4 2016.

Evercore Wealth Management reported no remaining Diversified Healthcare Trust position as of Q4 2016 after selling out during the quarter.
Evercore Wealth Management sold 267 Diversified Healthcare Trust shares in Q4 2016, an estimated $6K.
Evercore Wealth Management first reported a position in Diversified Healthcare Trust in Q4 2013 and held it in 10 quarters.
Evercore Wealth Management's Diversified Healthcare Trust position peaked at $90K in Q2 2014.
319 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.