RWA
DHC

Ropes Wealth Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Ropes Wealth 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
Q1 		– Sell
-220
Closed -$4K – 628
2017
Q4 		$4K Hold
220
– – ﹤0.01% 637
2017
Q3 		$4K Buy
+220
New +$4.29K ﹤0.01% 611

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
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ropes Wealth Advisors's DHC Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Diversified Healthcare Trust (DHC) in Q1 2018, closing a stake of 220 shares — an estimated $4K sold.

Ropes Wealth Advisors first reported a position in DHC in Q3 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 330 funds tracked by Wall St. Rank hold DHC as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Diversified Healthcare Trust position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 220 Diversified Healthcare Trust shares in Q1 2018, an estimated $4K.
  • Ropes Wealth Advisors first reported a position in Diversified Healthcare Trust in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Diversified Healthcare Trust position peaked at $4K in Q4 2017.
  • 330 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.