HA
DHC

Harfst & Associates’s Diversified Healthcare Trust DHC Stock Holding History

Harfst & Associates’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
Q2 		– Sell
-910
Closed -$18K – 246
2017
Q1 		$18K Buy
+910
New +$17.8K 0.01% 190

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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 $544B AUM 28.31% 1-Year Est. Return

Harfst & Associates's DHC Position: Q2 2017 in Review

Harfst & Associates sold out of Diversified Healthcare Trust (DHC) in Q2 2017, closing a stake of 910 shares — an estimated $18K sold.

Harfst & Associates first reported a position in DHC in Q1 2017 and held it in 1 quarter. The position peaked at $18K in Q1 2017. 318 funds tracked by Wall St. Rank hold DHC as of Q2 2017.

  • Harfst & Associates reported no remaining Diversified Healthcare Trust position as of Q2 2017 after selling out during the quarter.
  • Harfst & Associates sold 910 Diversified Healthcare Trust shares in Q2 2017, an estimated $18K.
  • Harfst & Associates first reported a position in Diversified Healthcare Trust in Q1 2017 and held it in 1 quarter.
  • Harfst & Associates's Diversified Healthcare Trust position peaked at $18K in Q1 2017.
  • 318 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2017.

Based on Harfst & Associates's 13F filing for Q2 2017, filed 11 Aug 2017.