SHJ
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Sharkey, Howes & Javer’s Diversified Healthcare Trust DHC Stock Holding History

Sharkey, Howes & Javer’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
2015
Q2 		– Sell
-66
Closed -$1K – 201
2015
Q1 		$1K Buy
+66
New +$1.47K ﹤0.01% 215

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Sharkey, Howes & Javer's DHC Position: Q2 2015 in Review

Sharkey, Howes & Javer sold out of Diversified Healthcare Trust (DHC) in Q2 2015, closing a stake of 66 shares — an estimated $1K sold.

Sharkey, Howes & Javer first reported a position in DHC in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 314 funds tracked by Wall St. Rank hold DHC as of Q2 2015.

  • Sharkey, Howes & Javer reported no remaining Diversified Healthcare Trust position as of Q2 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 66 Diversified Healthcare Trust shares in Q2 2015, an estimated $1K.
  • Sharkey, Howes & Javer first reported a position in Diversified Healthcare Trust in Q1 2015 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Diversified Healthcare Trust position peaked at $1K in Q1 2015.
  • 314 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2015, filed 5 Aug 2015.