Foresters Investment Management’s Diversified Healthcare Trust DHC Stock Holding History

Foresters Investment 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	-2,837	Closed	-$51K	–	373
2018 Q2	$51K	Sell	2,837 -43,179	-94%	-$714K	﹤0.01%	345
2018 Q1	$721K	Hold	46,016	–	–	0.01%	337
2017 Q4	$881K	Hold	46,016	–	–	0.01%	353
2017 Q3	$900K	Hold	46,016	–	–	0.01%	342
2017 Q2	$941K	Sell	46,016 -960	-2%	-$20.5K	0.02%	335
2017 Q1	$951K	Hold	46,976	–	–	0.02%	315
2016 Q4	$852K	Buy	46,976 +26,154	+126%	+$507K	0.02%	326
2016 Q3	$473K	Sell	20,822 -250	-1%	-$5.53K	0.01%	327
2016 Q2	$439K	Buy	+21,072	New	+$393K	0.01%	327

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foresters Investment Management's DHC Position: Q3 2018 in Review

Foresters Investment Management sold out of Diversified Healthcare Trust (DHC) in Q3 2018, closing a stake of 2,837 shares — an estimated $51K sold.

Foresters Investment Management first reported a position in DHC in Q2 2016 and held it in 9 quarters. The position peaked at $951K in Q1 2017. 337 funds tracked by Wall St. Rank hold DHC as of Q3 2018.

Foresters Investment Management reported no remaining Diversified Healthcare Trust position as of Q3 2018 after selling out during the quarter.
Foresters Investment Management sold 2,837 Diversified Healthcare Trust shares in Q3 2018, an estimated $51K.
Foresters Investment Management first reported a position in Diversified Healthcare Trust in Q2 2016 and held it in 9 quarters.
Foresters Investment Management's Diversified Healthcare Trust position peaked at $951K in Q1 2017.
337 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2018.

Based on Foresters Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.