SBIA
DHC

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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.