OIA
DHC

Optimum Investment Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Optimum Investment Advisors’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
Q4 		– Sell
-850
Closed -$8K – 956
2019
Q3 		$8K Buy
+850
New +$7.33K ﹤0.01% 829
2015
Q1 		$6K Buy
+295
New +$6.59K ﹤0.01% 859

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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 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

Optimum Investment Advisors's DHC Position: Q4 2019 in Review

Optimum Investment Advisors sold out of Diversified Healthcare Trust (DHC) in Q4 2019, closing a stake of 850 shares — an estimated $8K sold.

Optimum Investment Advisors first reported a position in DHC in Q1 2015 and held it in 2 quarters. The position peaked at $8K in Q3 2019. 225 funds tracked by Wall St. Rank hold DHC as of Q4 2019.

  • Optimum Investment Advisors reported no remaining Diversified Healthcare Trust position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 850 Diversified Healthcare Trust shares in Q4 2019, an estimated $8K.
  • Optimum Investment Advisors first reported a position in Diversified Healthcare Trust in Q1 2015 and held it in 2 quarters.
  • Optimum Investment Advisors's Diversified Healthcare Trust position peaked at $8K in Q3 2019.
  • 225 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.