UFA
DHC

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

US 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
-1,600
Closed -$29K – 121
2016
Q1 		$29K Buy
+1,600
New +$25K 0.05% 126
2015
Q3 		– Sell
-204
Closed -$4K – 570
2015
Q2 		$4K Hold
204
– – ﹤0.01% 306
2015
Q1 		$4K Hold
204
– – ﹤0.01% 329
2014
Q4 		$4K Buy
+204
New +$4.47K ﹤0.01% 302

Other funds holding DHC

Vanguard Group
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
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
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

US Financial Advisors sold out of Diversified Healthcare Trust (DHC) in Q2 2016, closing a stake of 1,600 shares — an estimated $29K sold.

US Financial Advisors first reported a position in DHC in Q4 2014 and held it in 4 quarters. The position peaked at $29K in Q1 2016. 330 funds tracked by Wall St. Rank hold DHC as of Q2 2016.

  • US Financial Advisors reported no remaining Diversified Healthcare Trust position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 1,600 Diversified Healthcare Trust shares in Q2 2016, an estimated $29K.
  • US Financial Advisors first reported a position in Diversified Healthcare Trust in Q4 2014 and held it in 4 quarters.
  • US Financial Advisors's Diversified Healthcare Trust position peaked at $29K in Q1 2016.
  • 330 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2016.

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