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Founders Capital Management (Texas)’s Diversified Healthcare Trust DHC Stock Holding History

Founders Capital Management (Texas)’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
Q2 		– Sell
-1,000
Closed -$16K – 322
2018
Q1 		$16K Hold
1,000
– – 0.01% 231
2017
Q4 		$19K Hold
1,000
– – 0.02% 215
2017
Q3 		$20K Buy
+1,000
New +$19.5K 0.02% 207

Other funds holding DHC

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Founders Capital Management (Texas)'s DHC Position: Q2 2018 in Review

Founders Capital Management (Texas) sold out of Diversified Healthcare Trust (DHC) in Q2 2018, closing a stake of 1,000 shares — an estimated $16K sold.

Founders Capital Management (Texas) first reported a position in DHC in Q3 2017 and held it in 3 quarters. The position peaked at $20K in Q3 2017. 336 funds tracked by Wall St. Rank hold DHC as of Q2 2018.

  • Founders Capital Management (Texas) reported no remaining Diversified Healthcare Trust position as of Q2 2018 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 1,000 Diversified Healthcare Trust shares in Q2 2018, an estimated $16K.
  • Founders Capital Management (Texas) first reported a position in Diversified Healthcare Trust in Q3 2017 and held it in 3 quarters.
  • Founders Capital Management (Texas)'s Diversified Healthcare Trust position peaked at $20K in Q3 2017.
  • 336 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2018.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2018, filed 9 Jul 2018.