MWP
DHC

MYCIO Wealth Partners’s Diversified Healthcare Trust DHC Stock Holding History

MYCIO Wealth Partners’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
Q1 		– Sell
-10,400
Closed -$88K – 106
2019
Q4 		$88K Hold
10,400
– – 0.01% 366
2019
Q3 		$96K Buy
+10,400
New +$89.7K 0.01% 328
2019
Q2 		– Hold
0
– – – 319
2019
Q1 		– Hold
0
– – – 283
2018
Q4 		– Hold
0
– – – 274
2018
Q3 		– Hold
0
– – – 272
2018
Q2 		– Hold
0
– – – 265
2018
Q1 		– Hold
0
– – – 242
2017
Q4 		– Hold
0
– – – 235
2016
Q4 		– Sell
-530
Closed -$12K – 320
2016
Q3 		$12K Buy
530
+456
+616% +$10.1K ﹤0.01% 539
2016
Q2 		$2K Hold
74
– – ﹤0.01% 876
2016
Q1 		$1K Buy
+74
New +$1.16K ﹤0.01% 762

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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MYCIO Wealth Partners's DHC Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Diversified Healthcare Trust (DHC) in Q1 2020, closing a stake of 10,400 shares — an estimated $88K sold.

MYCIO Wealth Partners first reported a position in DHC in Q1 2016 and held it in 5 quarters. The position peaked at $96K in Q3 2019. 246 funds tracked by Wall St. Rank hold DHC as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Diversified Healthcare Trust position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 10,400 Diversified Healthcare Trust shares in Q1 2020, an estimated $88K.
  • MYCIO Wealth Partners first reported a position in Diversified Healthcare Trust in Q1 2016 and held it in 5 quarters.
  • MYCIO Wealth Partners's Diversified Healthcare Trust position peaked at $96K in Q3 2019.
  • 246 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.