WP
DHC

WealthPLAN Partners’s Diversified Healthcare Trust DHC Stock Holding History

WealthPLAN Partners’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
2017
Q2 		– Sell
-200
Closed -$4.19K – 237
2017
Q1 		$4.19K Buy
+200
New +$3.92K 0.01% 364
2016
Q3 		$19.5K Sell
886
-886
-50% -$19.6K 0.01% 489
2016
Q2 		$18.5K Buy
+1,772
New +$33K ﹤0.01% 1449
2015
Q4 		$13.1K Buy
+886
New +$13.2K ﹤0.01% 1061

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's DHC Position: Q2 2017 in Review

WealthPLAN Partners sold out of Diversified Healthcare Trust (DHC) in Q2 2017, closing a stake of 200 shares — an estimated $4.19K sold.

WealthPLAN Partners first reported a position in DHC in Q4 2015 and held it in 4 quarters. The position peaked at $19.5K in Q3 2016. 318 funds tracked by Wall St. Rank hold DHC as of Q2 2017.

  • WealthPLAN Partners reported no remaining Diversified Healthcare Trust position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 200 Diversified Healthcare Trust shares in Q2 2017, an estimated $4.19K.
  • WealthPLAN Partners first reported a position in Diversified Healthcare Trust in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Diversified Healthcare Trust position peaked at $19.5K in Q3 2016.
  • 318 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.