People's United Financial’s Diversified Healthcare Trust DHC Stock Holding History

People's United Financial’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
2018 Q4	–	Sell	-21,536	Closed	-$378K	–	729
2018 Q3	$378K	Buy	21,536 +107	+0.5%	+$1.96K	0.01%	570
2018 Q2	$387K	Sell	21,429 -380	-2%	-$6.28K	0.01%	647
2018 Q1	$342K	Sell	21,809 -247	-1%	-$4.11K	0.01%	594
2017 Q4	$422K	Sell	22,056 -700	-3%	-$13.4K	0.01%	555
2017 Q3	$445K	Hold	22,756	–	–	0.01%	449
2017 Q2	$465K	Buy	22,756 +700	+3%	+$14.9K	0.02%	497
2017 Q1	$447K	Hold	22,056	–	–	0.02%	483
2016 Q4	$418K	Buy	+22,056	New	+$427K	0.02%	484
2015 Q4	–	Sell	-505	Closed	-$8K	–	884
2015 Q3	$8K	Buy	+505	New	+$8.34K	﹤0.01%	729

Other funds holding DHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

People's United Financial's DHC Position: Q4 2018 in Review

People's United Financial sold out of Diversified Healthcare Trust (DHC) in Q4 2018, closing a stake of 21,536 shares — an estimated $378K sold.

People's United Financial first reported a position in DHC in Q3 2015 and held it in 9 quarters. The position peaked at $465K in Q2 2017. 328 funds tracked by Wall St. Rank hold DHC as of Q4 2018.

People's United Financial reported no remaining Diversified Healthcare Trust position as of Q4 2018 after selling out during the quarter.
People's United Financial sold 21,536 Diversified Healthcare Trust shares in Q4 2018, an estimated $378K.
People's United Financial first reported a position in Diversified Healthcare Trust in Q3 2015 and held it in 9 quarters.
People's United Financial's Diversified Healthcare Trust position peaked at $465K in Q2 2017.
328 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2018.

Based on People's United Financial's 13F filing for Q4 2018, filed 14 Feb 2019.