V
DHC

Veritable’s Diversified Healthcare Trust DHC Stock Holding History

Veritable’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
Q4 		– Sell
-18,316
Closed -$322K – 788
2018
Q3 		$322K Buy
+18,316
New +$336K 0.01% 623
2016
Q4 		– Sell
-15,264
Closed -$347K – 750
2016
Q3 		$347K Sell
15,264
-7,248
-32% -$160K 0.01% 552
2016
Q2 		$469K Buy
22,512
+3,727
+20% +$69.4K 0.01% 470
2016
Q1 		$336K Buy
+18,785
New +$293K 0.01% 539
2015
Q2 		– Sell
-14,051
Closed -$309K – 776
2015
Q1 		$309K Buy
+14,051
New +$314K 0.01% 734
2014
Q3 		– Sell
-9,566
Closed -$230K – 960
2014
Q2 		$230K Sell
9,566
-1,210
-11% -$28.3K ﹤0.01% 843
2014
Q1 		$240K Sell
10,776
-2,103
-16% -$46K 0.01% 799
2013
Q4 		$284K Sell
12,879
-1,110
-8% -$25.7K 0.01% 734
2013
Q3 		$324K Sell
13,989
-1,753
-11% -$42.4K 0.01% 701
2013
Q2 		$405K Buy
+15,742
New +$427K 0.01% 636

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Veritable's DHC Position: Q4 2018 in Review

Veritable sold out of Diversified Healthcare Trust (DHC) in Q4 2018, closing a stake of 18,316 shares — an estimated $322K sold.

Veritable first reported a position in DHC in Q2 2013 and held it in 10 quarters. The position peaked at $469K in Q2 2016. 328 funds tracked by Wall St. Rank hold DHC as of Q4 2018.

  • Veritable reported no remaining Diversified Healthcare Trust position as of Q4 2018 after selling out during the quarter.
  • Veritable sold 18,316 Diversified Healthcare Trust shares in Q4 2018, an estimated $322K.
  • Veritable first reported a position in Diversified Healthcare Trust in Q2 2013 and held it in 10 quarters.
  • Veritable's Diversified Healthcare Trust position peaked at $469K in Q2 2016.
  • 328 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2018.

Based on Veritable's 13F filing for Q4 2018, filed 14 Feb 2019.