IWA
DHC

IBEX Wealth Advisors’s Diversified Healthcare Trust DHC Stock Holding History

IBEX Wealth 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
-40,451
Closed -$695K – 81
2018
Q3 		$695K Buy
+40,451
New +$743K 0.25% 79
2017
Q1 		– Sell
-866
Closed -$16K – 144
2016
Q4 		$16K Buy
+866
New +$16.8K 0.01% 242

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IBEX Wealth Advisors's DHC Position: Q4 2018 in Review

IBEX Wealth Advisors sold out of Diversified Healthcare Trust (DHC) in Q4 2018, closing a stake of 40,451 shares — an estimated $695K sold.

IBEX Wealth Advisors first reported a position in DHC in Q4 2016 and held it in 2 quarters. The position peaked at $695K in Q3 2018. 328 funds tracked by Wall St. Rank hold DHC as of Q4 2018.

  • IBEX Wealth Advisors reported no remaining Diversified Healthcare Trust position as of Q4 2018 after selling out during the quarter.
  • IBEX Wealth Advisors sold 40,451 Diversified Healthcare Trust shares in Q4 2018, an estimated $695K.
  • IBEX Wealth Advisors first reported a position in Diversified Healthcare Trust in Q4 2016 and held it in 2 quarters.
  • IBEX Wealth Advisors's Diversified Healthcare Trust position peaked at $695K in Q3 2018.
  • 328 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2018.

Based on IBEX Wealth Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.