Gideon Capital Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Gideon Capital Advisors’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 Q4	–	Sell	-13,628	Closed	-$239K	–	400
2018 Q3	$239K	Sell	13,628 -1,063	-7%	-$19.5K	0.11%	285
2018 Q2	$266K	Sell	14,691 -11,120	-43%	-$184K	0.13%	285
2018 Q1	$404K	Buy	+25,811	New	+$429K	0.25%	159
2017 Q3	–	Sell	-20,295	Closed	-$415K	–	297
2017 Q2	$415K	Sell	20,295 -11,915	-37%	-$254K	0.46%	75
2017 Q1	$652K	Buy	+32,210	New	+$632K	0.39%	53
2015 Q3	–	Sell	-12,109	Closed	-$211K	–	244
2015 Q2	$211K	Buy	+12,109	New	+$240K	0.09%	219
2014 Q4	–	Sell	-12,528	Closed	-$260K	–	227
2014 Q3	$260K	Buy	+12,528	New	+$284K	0.1%	221

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Gideon Capital Advisors's DHC Position: Q4 2018 in Review

Gideon Capital Advisors sold out of Diversified Healthcare Trust (DHC) in Q4 2018, closing a stake of 13,628 shares — an estimated $239K sold.

Gideon Capital Advisors first reported a position in DHC in Q3 2014 and held it in 7 quarters. The position peaked at $652K in Q1 2017. 328 funds tracked by Wall St. Rank hold DHC as of Q4 2018.

Gideon Capital Advisors reported no remaining Diversified Healthcare Trust position as of Q4 2018 after selling out during the quarter.
Gideon Capital Advisors sold 13,628 Diversified Healthcare Trust shares in Q4 2018, an estimated $239K.
Gideon Capital Advisors first reported a position in Diversified Healthcare Trust in Q3 2014 and held it in 7 quarters.
Gideon Capital Advisors's Diversified Healthcare Trust position peaked at $652K in Q1 2017.
328 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2018.

Based on Gideon Capital Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.