STA
DHC

Summit Trail Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-439
Closed -$8K – 750
2017
Q4 		$8K Buy
+439
New +$8.4K ﹤0.01% 1277

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
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Trail Advisors's DHC Position: Q1 2018 in Review

Summit Trail Advisors sold out of Diversified Healthcare Trust (DHC) in Q1 2018, closing a stake of 439 shares — an estimated $8K sold.

Summit Trail Advisors first reported a position in DHC in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 330 funds tracked by Wall St. Rank hold DHC as of Q1 2018.

  • Summit Trail Advisors reported no remaining Diversified Healthcare Trust position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 439 Diversified Healthcare Trust shares in Q1 2018, an estimated $8K.
  • Summit Trail Advisors first reported a position in Diversified Healthcare Trust in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Diversified Healthcare Trust position peaked at $8K in Q4 2017.
  • 330 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.