Reilly Financial Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Reilly Financial 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
2018 Q4	–	Sell	-38	Closed	-$1K	–	953
2018 Q3	$1K	Hold	38	–	–	﹤0.01%	961
2018 Q2	$1K	Hold	38	–	–	﹤0.01%	949
2018 Q1	$1K	Hold	38	–	–	﹤0.01%	919
2017 Q4	$1K	Hold	38	–	–	﹤0.01%	917
2017 Q3	$1K	Hold	38	–	–	﹤0.01%	943
2017 Q2	$1K	Hold	38	–	–	﹤0.01%	902
2017 Q1	$1K	Hold	38	–	–	﹤0.01%	876
2016 Q4	$1K	Hold	38	–	–	﹤0.01%	794
2016 Q3	$1K	Hold	38	–	–	﹤0.01%	789
2016 Q2	$1K	Hold	38	–	–	﹤0.01%	757
2016 Q1	$1K	Hold	38	–	–	﹤0.01%	1118
2015 Q4	$1K	Hold	38	–	–	﹤0.01%	1128
2015 Q3	$1K	Hold	38	–	–	﹤0.01%	1200
2015 Q2	$1K	Hold	38	–	–	﹤0.01%	1287
2015 Q1	$1K	Hold	38	–	–	﹤0.01%	1234
2014 Q4	$1K	Buy	+38	New	+$833	﹤0.01%	800
2014 Q1	–	Sell	-113	Closed	-$2K	–	807
2013 Q4	$2K	Buy	+113	New	+$2.62K	﹤0.01%	792

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

Reilly Financial Advisors's DHC Position: Q4 2018 in Review

Reilly Financial Advisors sold out of Diversified Healthcare Trust (DHC) in Q4 2018, closing a stake of 38 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in DHC in Q4 2013 and held it in 17 quarters. The position peaked at $2K in Q4 2013. 328 funds tracked by Wall St. Rank hold DHC as of Q4 2018.

Reilly Financial Advisors reported no remaining Diversified Healthcare Trust position as of Q4 2018 after selling out during the quarter.
Reilly Financial Advisors sold 38 Diversified Healthcare Trust shares in Q4 2018, an estimated $1K.
Reilly Financial Advisors first reported a position in Diversified Healthcare Trust in Q4 2013 and held it in 17 quarters.
Reilly Financial Advisors's Diversified Healthcare Trust position peaked at $2K in Q4 2013.
328 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2018.

Based on Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.