Telemus Capital’s Diversified Healthcare Trust DHC Stock Holding History

Telemus Capital’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	-15,000	Closed	-$177K	–	385
2019 Q1	$177K	Hold	15,000	–	–	0.01%	410
2018 Q4	$176K	Hold	15,000	–	–	0.01%	398
2018 Q3	$263K	Hold	15,000	–	–	0.02%	389
2018 Q2	$271K	Hold	15,000	–	–	0.02%	377
2018 Q1	$235K	Hold	15,000	–	–	0.02%	382
2017 Q4	$287K	Hold	15,000	–	–	0.02%	361
2017 Q3	$293K	Hold	15,000	–	–	0.03%	277
2017 Q2	$307K	Hold	15,000	–	–	0.03%	293
2017 Q1	$304K	Hold	15,000	–	–	0.03%	274
2016 Q4	$284K	Hold	15,000	–	–	0.04%	261
2016 Q3	$341K	Hold	15,000	–	–	0.04%	258
2016 Q2	$312K	Hold	15,000	–	–	0.04%	264
2016 Q1	$268K	Buy	+15,000	New	+$234K	0.04%	260

Other funds holding DHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Telemus Capital's DHC Position: Q2 2019 in Review

Telemus Capital sold out of Diversified Healthcare Trust (DHC) in Q2 2019, closing a stake of 15,000 shares — an estimated $177K sold.

Telemus Capital first reported a position in DHC in Q1 2016 and held it in 13 quarters. The position peaked at $341K in Q3 2016. 301 funds tracked by Wall St. Rank hold DHC as of Q2 2019.

Telemus Capital reported no remaining Diversified Healthcare Trust position as of Q2 2019 after selling out during the quarter.
Telemus Capital sold 15,000 Diversified Healthcare Trust shares in Q2 2019, an estimated $177K.
Telemus Capital first reported a position in Diversified Healthcare Trust in Q1 2016 and held it in 13 quarters.
Telemus Capital's Diversified Healthcare Trust position peaked at $341K in Q3 2016.
301 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2019.

Based on Telemus Capital's 13F filing for Q2 2019, filed 9 Aug 2019.