IMS
DHC

Index Management Solutions’s Diversified Healthcare Trust DHC Stock Holding History

Index Management Solutions’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
2015
Q3 		$4K Buy
249
+41
+20% +$677 ﹤0.01% 637
2015
Q2 		$4K Buy
+208
New +$4.12K ﹤0.01% 709

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Index Management Solutions's DHC Position: Q3 2015 in Review

Index Management Solutions increased its Diversified Healthcare Trust (DHC) stake by 20% in Q3 2015, buying an estimated $677 and bringing the position to 249 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Index Management Solutions first reported a position in DHC in Q2 2015 and has held it in 2 quarters since. 312 funds tracked by Wall St. Rank hold DHC as of Q3 2015.

  • Index Management Solutions held 249 shares of Diversified Healthcare Trust worth $4K as of Q3 2015.
  • Index Management Solutions bought 41 Diversified Healthcare Trust shares in Q3 2015, an estimated $677.
  • Diversified Healthcare Trust made up ﹤0.01% of Index Management Solutions's portfolio in Q3 2015, its #637 holding.
  • Index Management Solutions first reported a position in Diversified Healthcare Trust in Q2 2015 and has held it in 2 quarters since.
  • 312 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.