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Sheaff Brock Investment Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Sheaff Brock Investment 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
2020
Q3 		– Sell
-10,450
Closed -$46K – 472
2020
Q2 		$46K Sell
10,450
-150
-1% -$530 ﹤0.01% 444
2020
Q1 		$38K Hold
10,600
– – 0.01% 400
2019
Q4 		$89K Sell
10,600
-600
-5% -$5.06K 0.01% 452
2019
Q3 		$104K Buy
+11,200
New +$96.6K 0.01% 433

Other funds holding DHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sheaff Brock Investment Advisors's DHC Position: Q3 2020 in Review

Sheaff Brock Investment Advisors sold out of Diversified Healthcare Trust (DHC) in Q3 2020, closing a stake of 10,450 shares — an estimated $46K sold.

Sheaff Brock Investment Advisors first reported a position in DHC in Q3 2019 and held it in 4 quarters. The position peaked at $104K in Q3 2019. 236 funds tracked by Wall St. Rank hold DHC as of Q3 2020.

  • Sheaff Brock Investment Advisors reported no remaining Diversified Healthcare Trust position as of Q3 2020 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 10,450 Diversified Healthcare Trust shares in Q3 2020, an estimated $46K.
  • Sheaff Brock Investment Advisors first reported a position in Diversified Healthcare Trust in Q3 2019 and held it in 4 quarters.
  • Sheaff Brock Investment Advisors's Diversified Healthcare Trust position peaked at $104K in Q3 2019.
  • 236 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2020.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2020, filed 30 Oct 2020.