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New York Life Trust’s Diversified Healthcare Trust DHC Stock Holding History

New York Life Trust’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
2016
Q4 		– Sell
-1,794
Closed -$41K – 225
2016
Q3 		$41K Buy
+1,794
New +$39.7K 0.2% 144
2016
Q2 		– Sell
-2,003
Closed -$36K – 269
2016
Q1 		$36K Buy
+2,003
New +$31.3K 0.16% 169

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

New York Life Trust's DHC Position: Q4 2016 in Review

New York Life Trust sold out of Diversified Healthcare Trust (DHC) in Q4 2016, closing a stake of 1,794 shares — an estimated $41K sold.

New York Life Trust first reported a position in DHC in Q1 2016 and held it in 2 quarters. The position peaked at $41K in Q3 2016. 319 funds tracked by Wall St. Rank hold DHC as of Q4 2016.

  • New York Life Trust reported no remaining Diversified Healthcare Trust position as of Q4 2016 after selling out during the quarter.
  • New York Life Trust sold 1,794 Diversified Healthcare Trust shares in Q4 2016, an estimated $41K.
  • New York Life Trust first reported a position in Diversified Healthcare Trust in Q1 2016 and held it in 2 quarters.
  • New York Life Trust's Diversified Healthcare Trust position peaked at $41K in Q3 2016.
  • 319 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2016.

Based on New York Life Trust's 13F filing for Q4 2016, filed 15 Feb 2017.