Financial & Investment Management Group’s Diversified Healthcare Trust DHC Stock Holding History

Financial & Investment Management 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
2017 Q1	–	Sell	-86,133	Closed	-$1.63M	–	95
2016 Q4	$1.63M	Sell	86,133 -20,410	-19%	-$396K	0.63%	40
2016 Q3	$2.42M	Sell	106,543 -226,064	-68%	-$5M	0.79%	39
2016 Q2	$6.93M	Sell	332,607 -8,560	-3%	-$159K	2.11%	17
2016 Q1	$6.1M	Sell	341,167 -5,112	-1%	-$79.8K	1.63%	22
2015 Q4	$5.14M	Sell	346,279 -18,852	-5%	-$282K	1.43%	26
2015 Q3	$5.86M	Buy	365,131 +30,860	+9%	+$510K	1.63%	18
2015 Q2	$5.81M	Buy	+334,271	New	+$6.62M	1.5%	21

Other funds holding DHC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial & Investment Management Group's DHC Position: Q1 2017 in Review

Financial & Investment Management Group sold out of Diversified Healthcare Trust (DHC) in Q1 2017, closing a stake of 86,133 shares — an estimated $1.63M sold.

Financial & Investment Management Group first reported a position in DHC in Q2 2015 and held it in 7 quarters. The position peaked at $6.93M in Q2 2016. 316 funds tracked by Wall St. Rank hold DHC as of Q1 2017.

Financial & Investment Management Group reported no remaining Diversified Healthcare Trust position as of Q1 2017 after selling out during the quarter.
Financial & Investment Management Group sold 86,133 Diversified Healthcare Trust shares in Q1 2017, an estimated $1.63M.
Financial & Investment Management Group first reported a position in Diversified Healthcare Trust in Q2 2015 and held it in 7 quarters.
Financial & Investment Management Group's Diversified Healthcare Trust position peaked at $6.93M in Q2 2016.
316 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2017.

Based on Financial & Investment Management Group's 13F filing for Q1 2017, filed 17 Apr 2017.