MIAN
DHC

Mariner Independent Advisor Network’s Diversified Healthcare Trust DHC Stock Holding History

Mariner Independent Advisor Network’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
-14,930
Closed -$302K – 212
2017
Q1 		$302K Buy
+14,930
New +$293K 0.04% 205

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Mariner Independent Advisor Network's DHC Position: Q2 2017 in Review

Mariner Independent Advisor Network sold out of Diversified Healthcare Trust (DHC) in Q2 2017, closing a stake of 14,930 shares — an estimated $302K sold.

Mariner Independent Advisor Network first reported a position in DHC in Q1 2017 and held it in 1 quarter. The position peaked at $302K in Q1 2017. 318 funds tracked by Wall St. Rank hold DHC as of Q2 2017.

  • Mariner Independent Advisor Network reported no remaining Diversified Healthcare Trust position as of Q2 2017 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 14,930 Diversified Healthcare Trust shares in Q2 2017, an estimated $302K.
  • Mariner Independent Advisor Network first reported a position in Diversified Healthcare Trust in Q1 2017 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Diversified Healthcare Trust position peaked at $302K in Q1 2017.
  • 318 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2017, filed 16 Aug 2017.