SPC
DHC

Sigma Planning Corp’s Diversified Healthcare Trust DHC Stock Holding History

Sigma Planning Corp’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
2019
Q2 		– Sell
-11,093
Closed -$131K – 1006
2019
Q1 		$131K Sell
11,093
-1,068
-9% -$13.7K 0.01% 886
2018
Q4 		$143K Buy
+12,161
New +$180K 0.01% 797
2018
Q2 		– Sell
-10,828
Closed -$170K – 912
2018
Q1 		$170K Buy
10,828
+208
+2% +$3.46K 0.01% 794
2017
Q4 		$203K Sell
10,620
-779
-7% -$14.9K 0.02% 769
2017
Q3 		$223K Buy
+11,399
New +$222K 0.02% 725

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Sigma Planning Corp's DHC Position: Q2 2019 in Review

Sigma Planning Corp sold out of Diversified Healthcare Trust (DHC) in Q2 2019, closing a stake of 11,093 shares — an estimated $131K sold.

Sigma Planning Corp first reported a position in DHC in Q3 2017 and held it in 5 quarters. The position peaked at $223K in Q3 2017. 301 funds tracked by Wall St. Rank hold DHC as of Q2 2019.

  • Sigma Planning Corp reported no remaining Diversified Healthcare Trust position as of Q2 2019 after selling out during the quarter.
  • Sigma Planning Corp sold 11,093 Diversified Healthcare Trust shares in Q2 2019, an estimated $131K.
  • Sigma Planning Corp first reported a position in Diversified Healthcare Trust in Q3 2017 and held it in 5 quarters.
  • Sigma Planning Corp's Diversified Healthcare Trust position peaked at $223K in Q3 2017.
  • 301 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2019.

Based on Sigma Planning Corp's 13F filing for Q2 2019, filed 1 Aug 2019.