Financial Architects (New Jersey)’s Diversified Healthcare Trust DHC Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-500	Closed	-$2K	–	388
2020 Q2	$2K	Hold	500	–	–	﹤0.01%	800
2020 Q1	$2K	Hold	500	–	–	﹤0.01%	774
2019 Q4	$4K	Hold	500	–	–	﹤0.01%	785
2019 Q3	$5K	Hold	500	–	–	﹤0.01%	823
2019 Q2	$4K	Buy	+500	New	+$4.16K	﹤0.01%	1028
2019 Q1	–	Hold	0	–	–	–	1044
2018 Q4	–	Hold	0	–	–	–	950
2018 Q3	–	Hold	0	–	–	–	949
2018 Q2	–	Hold	0	–	–	–	748
2018 Q1	–	Hold	0	–	–	–	860
2017 Q4	–	Hold	0	–	–	–	808
2017 Q3	–	Hold	0	–	–	–	645
2017 Q2	–	Hold	0	–	–	–	508
2017 Q1	–	Hold	0	–	–	–	516
2016 Q4	–	Hold	0	–	–	–	432
2016 Q3	–	Hold	0	–	–	–	381
2016 Q2	–	Hold	0	–	–	–	377
2016 Q1	–	Hold	0	–	–	–	310
2015 Q3	–	Hold	0	–	–	–	196
2015 Q2	–	Hold	0	–	–	–	178
2015 Q1	–	Hold	0	–	–	–	119
2014 Q4	–	Hold	0	–	–	–	116
2013 Q4	–	Sell	-31,882	Closed	-$739K	–	257
2013 Q3	$739K	Buy	31,882 +4,699	+17%	+$114K	0.48%	49
2013 Q2	$699K	Buy	+27,183	New	+$738K	0.51%	45

Other funds holding DHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Architects (New Jersey)'s DHC Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Diversified Healthcare Trust (DHC) in Q3 2020, closing a stake of 500 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in DHC in Q2 2013 and held it in 7 quarters. The position peaked at $739K in Q3 2013. 236 funds tracked by Wall St. Rank hold DHC as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Diversified Healthcare Trust position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 500 Diversified Healthcare Trust shares in Q3 2020, an estimated $2K.
Financial Architects (New Jersey) first reported a position in Diversified Healthcare Trust in Q2 2013 and held it in 7 quarters.
Financial Architects (New Jersey)'s Diversified Healthcare Trust position peaked at $739K in Q3 2013.
236 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.