JFA
DHC

JNBA Financial Advisors’s Diversified Healthcare Trust DHC Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-154
Closed -$3K – 695
2016
Q3 		$3K Buy
+154
New +$3.41K ﹤0.01% 1344

Other funds holding DHC

Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JNBA Financial Advisors's DHC Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Diversified Healthcare Trust (DHC) in Q4 2016, closing a stake of 154 shares — an estimated $3K sold.

JNBA Financial Advisors first reported a position in DHC in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 319 funds tracked by Wall St. Rank hold DHC as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Diversified Healthcare Trust position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 154 Diversified Healthcare Trust shares in Q4 2016, an estimated $3K.
  • JNBA Financial Advisors first reported a position in Diversified Healthcare Trust in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Diversified Healthcare Trust position peaked at $3K in Q3 2016.
  • 319 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.