LSA
DHC

L & S Advisors’s Diversified Healthcare Trust DHC Stock Holding History

L & S 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
2013
Q3 		– Sell
-9,633
Closed -$248K – 86
2013
Q2 		$248K Buy
+9,633
New +$261K 0.12% 65

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

L & S Advisors's DHC Position: Q3 2013 in Review

L & S Advisors sold out of Diversified Healthcare Trust (DHC) in Q3 2013, closing a stake of 9,633 shares — an estimated $248K sold.

L & S Advisors first reported a position in DHC in Q2 2013 and held it in 1 quarter. The position peaked at $248K in Q2 2013. 294 funds tracked by Wall St. Rank hold DHC as of Q3 2013.

  • L & S Advisors reported no remaining Diversified Healthcare Trust position as of Q3 2013 after selling out during the quarter.
  • L & S Advisors sold 9,633 Diversified Healthcare Trust shares in Q3 2013, an estimated $248K.
  • L & S Advisors first reported a position in Diversified Healthcare Trust in Q2 2013 and held it in 1 quarter.
  • L & S Advisors's Diversified Healthcare Trust position peaked at $248K in Q2 2013.
  • 294 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2013.

Based on L & S Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.