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Mascoma Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History

Mascoma Wealth Management’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
-310
Closed -$6K – 379
2017
Q3 		$6K Hold
310
– – ﹤0.01% 311
2017
Q2 		$6K Hold
310
– – ﹤0.01% 311
2017
Q1 		$6K Hold
310
– – ﹤0.01% 288
2016
Q4 		$6K Buy
+310
New +$6.01K ﹤0.01% 291

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mascoma Wealth Management's DHC Position: Q4 2017 in Review

Mascoma Wealth Management sold out of Diversified Healthcare Trust (DHC) in Q4 2017, closing a stake of 310 shares — an estimated $6K sold.

Mascoma Wealth Management first reported a position in DHC in Q4 2016 and held it in 4 quarters. The position peaked at $6K in Q3 2017. 313 funds tracked by Wall St. Rank hold DHC as of Q4 2017.

  • Mascoma Wealth Management reported no remaining Diversified Healthcare Trust position as of Q4 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 310 Diversified Healthcare Trust shares in Q4 2017, an estimated $6K.
  • Mascoma Wealth Management first reported a position in Diversified Healthcare Trust in Q4 2016 and held it in 4 quarters.
  • Mascoma Wealth Management's Diversified Healthcare Trust position peaked at $6K in Q3 2017.
  • 313 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2017.

Based on Mascoma Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.