GGPS
DHC

Gary Goldberg Planning Services’s Diversified Healthcare Trust DHC Stock Holding History

Gary Goldberg Planning Services’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 		– Sell
-1,367
Closed -$28K – 461
2014
Q3 		$28K Buy
+1,367
New +$31K 0.01% 289

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 $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gary Goldberg Planning Services's DHC Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Diversified Healthcare Trust (DHC) in Q4 2014, closing a stake of 1,367 shares — an estimated $28K sold.

Gary Goldberg Planning Services first reported a position in DHC in Q3 2014 and held it in 1 quarter. The position peaked at $28K in Q3 2014. 322 funds tracked by Wall St. Rank hold DHC as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Diversified Healthcare Trust position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 1,367 Diversified Healthcare Trust shares in Q4 2014, an estimated $28K.
  • Gary Goldberg Planning Services first reported a position in Diversified Healthcare Trust in Q3 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Diversified Healthcare Trust position peaked at $28K in Q3 2014.
  • 322 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.