MAFM
DHC

Mid Atlantic Financial Management’s Diversified Healthcare Trust DHC Stock Holding History

Mid Atlantic Financial 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
2019
Q2 		– Sell
-19,151
Closed -$226K – 751
2019
Q1 		$226K Buy
19,151
+6,703
+54% +$85.9K 0.02% 593
2018
Q4 		$146K Buy
+12,448
New +$185K 0.02% 630

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
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mid Atlantic Financial Management's DHC Position: Q2 2019 in Review

Mid Atlantic Financial Management sold out of Diversified Healthcare Trust (DHC) in Q2 2019, closing a stake of 19,151 shares — an estimated $226K sold.

Mid Atlantic Financial Management first reported a position in DHC in Q4 2018 and held it in 2 quarters. The position peaked at $226K in Q1 2019. 301 funds tracked by Wall St. Rank hold DHC as of Q2 2019.

  • Mid Atlantic Financial Management reported no remaining Diversified Healthcare Trust position as of Q2 2019 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 19,151 Diversified Healthcare Trust shares in Q2 2019, an estimated $226K.
  • Mid Atlantic Financial Management first reported a position in Diversified Healthcare Trust in Q4 2018 and held it in 2 quarters.
  • Mid Atlantic Financial Management's Diversified Healthcare Trust position peaked at $226K in Q1 2019.
  • 301 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q2 2019, filed 6 Aug 2019.