Gupta Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History

Gupta Wealth 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
2016 Q1	$62K	Buy	3,439 +1,794	+109%	+$28K	0.01%	401
2015 Q4	$24K	Sell	1,645 -15	-0.9%	-$224	0.01%	608
2015 Q3	$27K	Hold	1,660	–	–	0.01%	608
2015 Q2	$29K	Sell	1,660 -60,019	-97%	-$1.19M	0.01%	644
2015 Q1	$1.36M	Buy	+61,679	New	+$1.38M	0.4%	63

Other funds holding DHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gupta Wealth Management's DHC Position: Q1 2016 in Review

Gupta Wealth Management increased its Diversified Healthcare Trust (DHC) stake by 109% in Q1 2016, buying an estimated $28K and bringing the position to 3,439 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #401.

Gupta Wealth Management first reported a position in DHC in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.36M in Q1 2015. 320 funds tracked by Wall St. Rank hold DHC as of Q1 2016.

Gupta Wealth Management held 3,439 shares of Diversified Healthcare Trust worth $62K as of Q1 2016.
Gupta Wealth Management bought 1,794 Diversified Healthcare Trust shares in Q1 2016, an estimated $28K.
Diversified Healthcare Trust made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #401 holding.
Gupta Wealth Management first reported a position in Diversified Healthcare Trust in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Diversified Healthcare Trust position peaked at $1.36M in Q1 2015.
320 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.