KTC
DHC

Kistler-Tiffany Companies’s Diversified Healthcare Trust DHC Stock Holding History

Kistler-Tiffany Companies’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
Q3 		– Sell
-50
Closed -$1K – 564
2018
Q2 		$1K Hold
50
– – ﹤0.01% 544
2018
Q1 		$1K Hold
50
– – ﹤0.01% 541
2017
Q4 		$1K Hold
50
– – ﹤0.01% 533
2017
Q3 		$1K Hold
50
– – ﹤0.01% 530
2017
Q2 		$1K Hold
50
– – ﹤0.01% 485
2017
Q1 		$1K Hold
50
– – ﹤0.01% 489
2016
Q4 		$1K Hold
50
– – ﹤0.01% 501
2016
Q3 		$1K Hold
50
– – ﹤0.01% 531
2016
Q2 		$1K Sell
50
-825
-94% -$15.4K ﹤0.01% 586
2016
Q1 		$16K Buy
875
+22
+3% +$343 0.01% 376
2015
Q4 		$13K Buy
853
+15
+2% +$224 0.01% 416
2015
Q3 		$13K Buy
838
+17
+2% +$281 0.01% 413
2015
Q2 		$14K Buy
821
+15
+2% +$297 0.01% 424
2015
Q1 		$18K Buy
806
+756
+1,512% +$16.9K 0.01% 382
2014
Q4 		$1K Hold
50
– – ﹤0.01% 556
2014
Q3 		$1K Hold
50
– – ﹤0.01% 568
2014
Q2 		$1K Hold
50
– – ﹤0.01% 545
2014
Q1 		$1K Hold
50
– – ﹤0.01% 538
2013
Q4 		$1K Hold
50
– – ﹤0.01% 546
2013
Q3 		$1K Hold
50
– – ﹤0.01% 541
2013
Q2 		$1K Buy
+50
New +$1.36K ﹤0.01% 551

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kistler-Tiffany Companies's DHC Position: Q3 2018 in Review

Kistler-Tiffany Companies sold out of Diversified Healthcare Trust (DHC) in Q3 2018, closing a stake of 50 shares — an estimated $1K sold.

Kistler-Tiffany Companies first reported a position in DHC in Q2 2013 and held it in 21 quarters. The position peaked at $18K in Q1 2015. 337 funds tracked by Wall St. Rank hold DHC as of Q3 2018.

  • Kistler-Tiffany Companies reported no remaining Diversified Healthcare Trust position as of Q3 2018 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 50 Diversified Healthcare Trust shares in Q3 2018, an estimated $1K.
  • Kistler-Tiffany Companies first reported a position in Diversified Healthcare Trust in Q2 2013 and held it in 21 quarters.
  • Kistler-Tiffany Companies's Diversified Healthcare Trust position peaked at $18K in Q1 2015.
  • 337 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2018.

Based on Kistler-Tiffany Companies's 13F filing for Q3 2018, filed 19 Oct 2018.