TrueWealth LLC’s Diversified Healthcare Trust DHC Stock Holding History

TrueWealth LLC’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	-66	Closed	-$1K	–	827
2017 Q4	$1K	Buy	+66	New	+$1.26K	﹤0.01%	846

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

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

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

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

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

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

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

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

TrueWealth LLC's DHC Position: Q1 2018 in Review

TrueWealth LLC sold out of Diversified Healthcare Trust (DHC) in Q1 2018, closing a stake of 66 shares — an estimated $1K sold.

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

TrueWealth LLC reported no remaining Diversified Healthcare Trust position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 66 Diversified Healthcare Trust shares in Q1 2018, an estimated $1K.
TrueWealth LLC first reported a position in Diversified Healthcare Trust in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's Diversified Healthcare Trust position peaked at $1K in Q4 2017.
330 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.