WealthOne’s Diversified Healthcare Trust DHC Stock Holding History

WealthOne’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 Q1	–	Sell	-396	Closed	-$5K	–	176
2018 Q4	$5K	Buy	+396	New	+$5.88K	﹤0.01%	455

Other funds holding DHC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthOne's DHC Position: Q1 2019 in Review

WealthOne sold out of Diversified Healthcare Trust (DHC) in Q1 2019, closing a stake of 396 shares — an estimated $5K sold.

WealthOne first reported a position in DHC in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 336 funds tracked by Wall St. Rank hold DHC as of Q1 2019.

WealthOne reported no remaining Diversified Healthcare Trust position as of Q1 2019 after selling out during the quarter.
WealthOne sold 396 Diversified Healthcare Trust shares in Q1 2019, an estimated $5K.
WealthOne first reported a position in Diversified Healthcare Trust in Q4 2018 and held it in 1 quarter.
WealthOne's Diversified Healthcare Trust position peaked at $5K in Q4 2018.
336 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.