WAM
CHCT

Wealthspire Advisors (Maryland)’s Community Healthcare Trust CHCT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CHCT Stock Details CHCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-185
Closed -$7K – 735
2019
Q1 		$7K Buy
185
+176
+1,956% +$5.85K ﹤0.01% 1662
2018
Q4 		$0 Hold
9
– – ﹤0.01% 2443
2018
Q3 		$0 Hold
9
– – ﹤0.01% 2394
2018
Q2 		$0 Hold
9
– – ﹤0.01% 2449
2018
Q1 		$0 Buy
+9
New +$228 ﹤0.01% 2510

Other funds holding CHCT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CHCT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Community Healthcare Trust (CHCT) in Q2 2019, closing a stake of 185 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in CHCT in Q1 2018 and held it in 5 quarters. The position peaked at $7K in Q1 2019. 155 funds tracked by Wall St. Rank hold CHCT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Community Healthcare Trust position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 185 Community Healthcare Trust shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Community Healthcare Trust in Q1 2018 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Community Healthcare Trust position peaked at $7K in Q1 2019.
  • 155 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.