Transamerica Financial Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Transamerica Financial 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
2016 Q2	–	Sell	-500	Closed	-$9K	–	462
2016 Q1	$9K	Hold	500	–	–	﹤0.01%	560
2015 Q4	$8K	Sell	500 -5	-1%	-$75	﹤0.01%	624
2015 Q3	$9K	Hold	505	–	–	﹤0.01%	590
2015 Q2	$9K	Hold	505	–	–	﹤0.01%	644
2015 Q1	$12K	Hold	505	–	–	﹤0.01%	595
2014 Q4	$12K	Hold	505	–	–	﹤0.01%	477
2014 Q3	$11K	Sell	505 -90	-15%	-$2.04K	﹤0.01%	462
2014 Q2	$15K	Sell	595 -101	-15%	-$2.36K	﹤0.01%	466
2014 Q1	$16K	Hold	696	–	–	﹤0.01%	423
2013 Q4	$16K	Buy	696 +101	+17%	+$2.34K	﹤0.01%	424
2013 Q3	$14K	Buy	595 +90	+18%	+$2.18K	﹤0.01%	408
2013 Q2	$13K	Buy	+505	New	+$13.7K	﹤0.01%	396

Other funds holding DHC

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

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Transamerica Financial Advisors's DHC Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of Diversified Healthcare Trust (DHC) in Q2 2016, closing a stake of 500 shares — an estimated $9K sold.

Transamerica Financial Advisors first reported a position in DHC in Q2 2013 and held it in 12 quarters. The position peaked at $16K in Q1 2014. 330 funds tracked by Wall St. Rank hold DHC as of Q2 2016.

Transamerica Financial Advisors reported no remaining Diversified Healthcare Trust position as of Q2 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 500 Diversified Healthcare Trust shares in Q2 2016, an estimated $9K.
Transamerica Financial Advisors first reported a position in Diversified Healthcare Trust in Q2 2013 and held it in 12 quarters.
Transamerica Financial Advisors's Diversified Healthcare Trust position peaked at $16K in Q1 2014.
330 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.