PIA
DHC

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

Peachtree 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
2015
Q3 		– Sell
-2,018
Closed -$35K – 138
2015
Q2 		$35K Hold
2,018
– – 0.03% 208
2015
Q1 		$44K Hold
2,018
– – 0.03% 204
2014
Q4 		$44K Hold
2,018
– – 0.03% 215
2014
Q3 		$42K Buy
+2,018
New +$45.7K 0.03% 215

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Peachtree Investment Advisors's DHC Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Diversified Healthcare Trust (DHC) in Q3 2015, closing a stake of 2,018 shares — an estimated $35K sold.

Peachtree Investment Advisors first reported a position in DHC in Q3 2014 and held it in 4 quarters. The position peaked at $44K in Q1 2015. 312 funds tracked by Wall St. Rank hold DHC as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Diversified Healthcare Trust position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 2,018 Diversified Healthcare Trust shares in Q3 2015, an estimated $35K.
  • Peachtree Investment Advisors first reported a position in Diversified Healthcare Trust in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Diversified Healthcare Trust position peaked at $44K in Q1 2015.
  • 312 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.