PWP
DHC

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

Private 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
2013
Q3 		– Sell
-11,099
Closed -$285K – 184
2013
Q2 		$285K Buy
+11,099
New +$301K 0.07% 147

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Private Wealth Partners's DHC Position: Q3 2013 in Review

Private Wealth Partners sold out of Diversified Healthcare Trust (DHC) in Q3 2013, closing a stake of 11,099 shares — an estimated $285K sold.

Private Wealth Partners first reported a position in DHC in Q2 2013 and held it in 1 quarter. The position peaked at $285K in Q2 2013. 294 funds tracked by Wall St. Rank hold DHC as of Q3 2013.

  • Private Wealth Partners reported no remaining Diversified Healthcare Trust position as of Q3 2013 after selling out during the quarter.
  • Private Wealth Partners sold 11,099 Diversified Healthcare Trust shares in Q3 2013, an estimated $285K.
  • Private Wealth Partners first reported a position in Diversified Healthcare Trust in Q2 2013 and held it in 1 quarter.
  • Private Wealth Partners's Diversified Healthcare Trust position peaked at $285K in Q2 2013.
  • 294 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2013.

Based on Private Wealth Partners's 13F filing for Q3 2013, filed 28 Oct 2013.