SWP
DHC

Stratos Wealth Partners’s Diversified Healthcare Trust DHC Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-4,305
Closed -$76K – 1192
2018
Q3 		$76K Buy
+4,305
New +$79K ﹤0.01% 1257
2018
Q2 		– Sell
-2,050
Closed -$32K – 1334
2018
Q1 		$32K Buy
2,050
+665
+48% +$11.1K ﹤0.01% 1806
2017
Q4 		$27K Buy
+1,385
New +$26.5K ﹤0.01% 1799
2015
Q2 		– Sell
-9,709
Closed -$213K – 540
2015
Q1 		$213K Buy
+9,709
New +$217K 0.03% 533

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stratos Wealth Partners's DHC Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Diversified Healthcare Trust (DHC) in Q4 2018, closing a stake of 4,305 shares — an estimated $76K sold.

Stratos Wealth Partners first reported a position in DHC in Q1 2015 and held it in 4 quarters. The position peaked at $213K in Q1 2015. 328 funds tracked by Wall St. Rank hold DHC as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Diversified Healthcare Trust position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 4,305 Diversified Healthcare Trust shares in Q4 2018, an estimated $76K.
  • Stratos Wealth Partners first reported a position in Diversified Healthcare Trust in Q1 2015 and held it in 4 quarters.
  • Stratos Wealth Partners's Diversified Healthcare Trust position peaked at $213K in Q1 2015.
  • 328 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.