GBBWRPM
DHC

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Diversified Healthcare Trust DHC Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017
Q4 		– Sell
-361
Closed -$7K – 298
2017
Q3 		$7K Hold
361
– – ﹤0.01% 310
2017
Q2 		$7K Hold
361
– – ﹤0.01% 294
2017
Q1 		$8K Sell
361
-50
-12% -$980 ﹤0.01% 313
2016
Q4 		$8K Hold
411
– – ﹤0.01% 344
2016
Q3 		$9K Buy
411
+361
+722% +$7.99K ﹤0.01% 304
2016
Q2 		$1K Buy
+50
New +$932 ﹤0.01% 386

Other funds holding DHC

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's DHC Position: Q4 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Diversified Healthcare Trust (DHC) in Q4 2017, closing a stake of 361 shares — an estimated $7K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in DHC in Q2 2016 and held it in 6 quarters. The position peaked at $9K in Q3 2016. 313 funds tracked by Wall St. Rank hold DHC as of Q4 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Diversified Healthcare Trust position as of Q4 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 361 Diversified Healthcare Trust shares in Q4 2017, an estimated $7K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Diversified Healthcare Trust in Q2 2016 and held it in 6 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Diversified Healthcare Trust position peaked at $9K in Q3 2016.
  • 313 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2017, filed 14 Feb 2018.