MWM
DHC

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

MBE 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
2020
Q2 		– Sell
-295
Closed -$1K – 154
2020
Q1 		$1K Buy
+295
New +$1.94K ﹤0.01% 500

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

MBE Wealth Management's DHC Position: Q2 2020 in Review

MBE Wealth Management sold out of Diversified Healthcare Trust (DHC) in Q2 2020, closing a stake of 295 shares — an estimated $1K sold.

MBE Wealth Management first reported a position in DHC in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 224 funds tracked by Wall St. Rank hold DHC as of Q2 2020.

  • MBE Wealth Management reported no remaining Diversified Healthcare Trust position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 295 Diversified Healthcare Trust shares in Q2 2020, an estimated $1K.
  • MBE Wealth Management first reported a position in Diversified Healthcare Trust in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Diversified Healthcare Trust position peaked at $1K in Q1 2020.
  • 224 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.