FCA
DHC

FinTrust Capital Advisors’s Diversified Healthcare Trust DHC Stock Holding History

FinTrust Capital Advisors’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
2019
Q3 		– Sell
-1,135
Closed -$9K – 1059
2019
Q2 		$9K Hold
1,135
– – ﹤0.01% 749
2019
Q1 		$13K Hold
1,135
– – 0.01% 702
2018
Q4 		$13K Buy
+1,135
New +$16.8K 0.01% 694

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FinTrust Capital Advisors's DHC Position: Q3 2019 in Review

FinTrust Capital Advisors sold out of Diversified Healthcare Trust (DHC) in Q3 2019, closing a stake of 1,135 shares — an estimated $9K sold.

FinTrust Capital Advisors first reported a position in DHC in Q4 2018 and held it in 3 quarters. The position peaked at $13K in Q1 2019. 276 funds tracked by Wall St. Rank hold DHC as of Q3 2019.

  • FinTrust Capital Advisors reported no remaining Diversified Healthcare Trust position as of Q3 2019 after selling out during the quarter.
  • FinTrust Capital Advisors sold 1,135 Diversified Healthcare Trust shares in Q3 2019, an estimated $9K.
  • FinTrust Capital Advisors first reported a position in Diversified Healthcare Trust in Q4 2018 and held it in 3 quarters.
  • FinTrust Capital Advisors's Diversified Healthcare Trust position peaked at $13K in Q1 2019.
  • 276 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2019.

Based on FinTrust Capital Advisors's 13F filing for Q3 2019, filed 29 Oct 2019.