PWM
DHC

PRW Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History

PRW Wealth Management’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
Q2 		– Sell
-80
Closed -$1K – 216
2019
Q1 		$1K Hold
80
– – ﹤0.01% 576
2018
Q4 		$1K Buy
+80
New +$1.19K ﹤0.01% 576

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PRW Wealth Management's DHC Position: Q2 2019 in Review

PRW Wealth Management sold out of Diversified Healthcare Trust (DHC) in Q2 2019, closing a stake of 80 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in DHC in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 301 funds tracked by Wall St. Rank hold DHC as of Q2 2019.

  • PRW Wealth Management reported no remaining Diversified Healthcare Trust position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 80 Diversified Healthcare Trust shares in Q2 2019, an estimated $1K.
  • PRW Wealth Management first reported a position in Diversified Healthcare Trust in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Diversified Healthcare Trust position peaked at $1K in Q1 2019.
  • 301 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.