FBT
DHC

Founders Bank & Trust’s Diversified Healthcare Trust DHC Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$13K Hold
605
– – 0.01% 282
2014
Q3 		$13K Hold
605
– – 0.01% 276
2014
Q2 		$15K Hold
605
– – 0.01% 264
2014
Q1 		$13K Hold
605
– – 0.01% 270
2013
Q4 		$13K Hold
605
– – 0.01% 296
2013
Q3 		$14K Hold
605
– – 0.01% 251
2013
Q2 		$16K Buy
+605
New +$16.4K 0.01% 219

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Founders Bank & Trust's DHC Position: Q4 2014 in Review

Founders Bank & Trust held its Diversified Healthcare Trust (DHC) position steady in Q4 2014 at 605 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #282.

Founders Bank & Trust first reported a position in DHC in Q2 2013 and has held it in 7 quarters since. The position peaked at $16K in Q2 2013. 322 funds tracked by Wall St. Rank hold DHC as of Q4 2014.

  • Founders Bank & Trust held 605 shares of Diversified Healthcare Trust worth $13K as of Q4 2014.
  • Founders Bank & Trust left its Diversified Healthcare Trust share count unchanged in Q4 2014.
  • Diversified Healthcare Trust made up 0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #282 holding.
  • Founders Bank & Trust first reported a position in Diversified Healthcare Trust in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's Diversified Healthcare Trust position peaked at $16K in Q2 2013.
  • 322 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.