TFA
DHC

Toth Financial Advisory’s Diversified Healthcare Trust DHC Stock Holding History

Toth Financial Advisory’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
Q3 		– Sell
-30
Closed – – 473
2019
Q2 		$0 Hold
30
– – ﹤0.01% 455
2019
Q1 		$0 Hold
30
– – ﹤0.01% 422
2018
Q4 		$0 Hold
30
– – ﹤0.01% 417
2018
Q3 		$1K Hold
30
– – ﹤0.01% 410
2018
Q2 		$1K Hold
30
– – ﹤0.01% 411
2018
Q1 		$0 Hold
30
– – ﹤0.01% 433
2017
Q4 		$1K Buy
+30
New +$574 ﹤0.01% 414

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Toth Financial Advisory's DHC Position: Q3 2019 in Review

Toth Financial Advisory sold out of Diversified Healthcare Trust (DHC) in Q3 2019, closing a stake of 30 shares.

Toth Financial Advisory first reported a position in DHC in Q4 2017 and held it in 7 quarters. The position peaked at $1K in Q3 2018. 276 funds tracked by Wall St. Rank hold DHC as of Q3 2019.

  • Toth Financial Advisory reported no remaining Diversified Healthcare Trust position as of Q3 2019 after selling out during the quarter.
  • Toth Financial Advisory sold 30 Diversified Healthcare Trust shares in Q3 2019.
  • Toth Financial Advisory first reported a position in Diversified Healthcare Trust in Q4 2017 and held it in 7 quarters.
  • Toth Financial Advisory's Diversified Healthcare Trust position peaked at $1K in Q3 2018.
  • 276 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2019.

Based on Toth Financial Advisory's 13F filing for Q3 2019, filed 15 Oct 2019.