Lido Advisors
DHC

Lido Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Lido 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
2017
Q4 		– Sell
-47,629
Closed -$876K – 313
2017
Q3 		$876K Buy
47,629
+32,500
+215% +$634K 0.14% 90
2017
Q2 		$309K Hold
15,129
– – 0.06% 169
2017
Q1 		$312K Buy
15,129
+7,500
+98% +$147K 0.09% 147
2016
Q4 		$144K Buy
+7,629
New +$148K 0.04% 203

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
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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lido Advisors's DHC Position: Q4 2017 in Review

Lido Advisors sold out of Diversified Healthcare Trust (DHC) in Q4 2017, closing a stake of 47,629 shares — an estimated $876K sold.

Lido Advisors first reported a position in DHC in Q4 2016 and held it in 4 quarters. The position peaked at $876K in Q3 2017. 313 funds tracked by Wall St. Rank hold DHC as of Q4 2017.

  • Lido Advisors reported no remaining Diversified Healthcare Trust position as of Q4 2017 after selling out during the quarter.
  • Lido Advisors sold 47,629 Diversified Healthcare Trust shares in Q4 2017, an estimated $876K.
  • Lido Advisors first reported a position in Diversified Healthcare Trust in Q4 2016 and held it in 4 quarters.
  • Lido Advisors's Diversified Healthcare Trust position peaked at $876K in Q3 2017.
  • 313 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2017.

Based on Lido Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.