Psagot Value Holdings’s Diversified Healthcare Trust DHC Stock Holding History

Psagot Value Holdings’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
2017 Q2	–	Sell	-4,000	Closed	-$81K	–	318
2017 Q1	$81K	Hold	4,000	–	–	﹤0.01%	253
2016 Q4	$76K	Hold	4,000	–	–	﹤0.01%	256
2016 Q3	$91K	Sell	4,000 -3,000	-43%	-$66.4K	﹤0.01%	251
2016 Q2	$146K	Hold	7,000	–	–	0.01%	211
2016 Q1	$125K	Sell	7,000 -2,000	-22%	-$31.2K	0.01%	263
2015 Q4	$134K	Sell	9,000 -81	-0.9%	-$1.21K	﹤0.01%	265
2015 Q3	$146K	Hold	9,081	–	–	0.01%	254
2015 Q2	$158K	Hold	9,081	–	–	0.01%	268
2015 Q1	$200K	Hold	9,081	–	–	0.01%	235
2014 Q4	$199K	Hold	9,081	–	–	0.01%	227
2014 Q3	$188K	Hold	9,081	–	–	0.01%	220
2014 Q2	$219K	Sell	9,081 -6,705	-42%	-$157K	0.01%	219
2014 Q1	$351K	Sell	15,786 -5,084	-24%	-$111K	0.01%	215
2013 Q4	$460K	Sell	20,870 -7,121	-25%	-$165K	0.02%	204
2013 Q3	$647K	Buy	27,991 +7,811	+39%	+$189K	0.02%	185
2013 Q2	$519K	Buy	+20,180	New	+$548K	0.02%	167

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

Psagot Value Holdings's DHC Position: Q2 2017 in Review

Psagot Value Holdings sold out of Diversified Healthcare Trust (DHC) in Q2 2017, closing a stake of 4,000 shares — an estimated $81K sold.

Psagot Value Holdings first reported a position in DHC in Q2 2013 and held it in 16 quarters. The position peaked at $647K in Q3 2013. 318 funds tracked by Wall St. Rank hold DHC as of Q2 2017.

Psagot Value Holdings reported no remaining Diversified Healthcare Trust position as of Q2 2017 after selling out during the quarter.
Psagot Value Holdings sold 4,000 Diversified Healthcare Trust shares in Q2 2017, an estimated $81K.
Psagot Value Holdings first reported a position in Diversified Healthcare Trust in Q2 2013 and held it in 16 quarters.
Psagot Value Holdings's Diversified Healthcare Trust position peaked at $647K in Q3 2013.
318 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2017.

Based on Psagot Value Holdings's 13F filing for Q2 2017, filed 15 Aug 2017.