JP Morgan Private Wealth Advisors’s Diversified Healthcare Trust DHC Stock Holding History

JP Morgan Private 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
2019 Q3	–	Sell	-10,582	Closed	-$88K	–	1439
2019 Q2	$88K	Sell	10,582 -196,598	-95%	-$1.64M	﹤0.01%	1341
2019 Q1	$2.44M	Buy	207,180 +9,697	+5%	+$124K	0.01%	566
2018 Q4	$2.31M	Sell	197,483 -27,879	-12%	-$414K	0.01%	540
2018 Q3	$3.96M	Buy	225,362 +1,905	+0.9%	+$35K	0.02%	479
2018 Q2	$4.04M	Buy	+223,457	New	+$3.69M	0.02%	444

Other funds holding DHC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DHC Position: Q3 2019 in Review

JP Morgan Private Wealth Advisors sold out of Diversified Healthcare Trust (DHC) in Q3 2019, closing a stake of 10,582 shares — an estimated $88K sold.

JP Morgan Private Wealth Advisors first reported a position in DHC in Q2 2018 and held it in 5 quarters. The position peaked at $4.04M in Q2 2018. 276 funds tracked by Wall St. Rank hold DHC as of Q3 2019.

JP Morgan Private Wealth Advisors reported no remaining Diversified Healthcare Trust position as of Q3 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,582 Diversified Healthcare Trust shares in Q3 2019, an estimated $88K.
JP Morgan Private Wealth Advisors first reported a position in Diversified Healthcare Trust in Q2 2018 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's Diversified Healthcare Trust position peaked at $4.04M in Q2 2018.
276 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.