Lowe Wealth Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Lowe 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
2017 Q2	–	Sell	-27	Closed	-$1K	–	221
2017 Q1	$1K	Hold	27	–	–	﹤0.01%	199
2016 Q4	$1K	Hold	27	–	–	﹤0.01%	207
2016 Q3	$1K	Hold	27	–	–	﹤0.01%	220
2016 Q2	$1K	Buy	+27	New	+$503	﹤0.01%	225

Other funds holding DHC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lowe Wealth Advisors's DHC Position: Q2 2017 in Review

Lowe Wealth Advisors sold out of Diversified Healthcare Trust (DHC) in Q2 2017, closing a stake of 27 shares — an estimated $1K sold.

Lowe Wealth Advisors first reported a position in DHC in Q2 2016 and held it in 4 quarters. The position peaked at $1K in Q1 2017. 318 funds tracked by Wall St. Rank hold DHC as of Q2 2017.

Lowe Wealth Advisors reported no remaining Diversified Healthcare Trust position as of Q2 2017 after selling out during the quarter.
Lowe Wealth Advisors sold 27 Diversified Healthcare Trust shares in Q2 2017, an estimated $1K.
Lowe Wealth Advisors first reported a position in Diversified Healthcare Trust in Q2 2016 and held it in 4 quarters.
Lowe Wealth Advisors's Diversified Healthcare Trust position peaked at $1K in Q1 2017.
318 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2017.

Based on Lowe Wealth Advisors's 13F filing for Q2 2017, filed 17 Jul 2017.