WBC
DHC

Westpac Banking Corp’s Diversified Healthcare Trust DHC Stock Holding History

Westpac Banking Corp’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
Q4 		– Sell
-148,080
Closed -$2.89M – 726
2017
Q3 		$2.89M Buy
148,080
+3,320
+2% +$64.7K 0.06% 352
2017
Q2 		$2.96M Sell
144,760
-21,020
-13% -$449K 0.07% 343
2017
Q1 		$3.36M Sell
165,780
-45,780
-22% -$898K 0.03% 480
2016
Q4 		$4.06M Buy
211,560
+2,150
+1% +$41.7K 0.04% 407
2016
Q3 		$4.76M Buy
209,410
+64,250
+44% +$1.42M 0.05% 351
2016
Q2 		$3.02M Buy
+145,160
New +$2.7M 0.03% 452
2016
Q1 		– Sell
-240,170
Closed -$3.56M – 871
2015
Q4 		$3.56M Buy
240,170
+30,702
+15% +$459K 0.04% 369
2015
Q3 		$3.36M Buy
+209,468
New +$3.46M 0.04% 373
2014
Q1 		– Sell
-164,604
Closed -$3.63M – 874
2013
Q4 		$3.63M Hold
164,604
– – 0.04% 356
2013
Q3 		$3.81M Buy
164,604
+1,187
+0.7% +$28.7K 0.05% 335
2013
Q2 		$4.35M Buy
+163,417
New +$4.44M 0.07% 293

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
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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Westpac Banking Corp's DHC Position: Q4 2017 in Review

Westpac Banking Corp sold out of Diversified Healthcare Trust (DHC) in Q4 2017, closing a stake of 148,080 shares — an estimated $2.89M sold.

Westpac Banking Corp first reported a position in DHC in Q2 2013 and held it in 11 quarters. The position peaked at $4.76M in Q3 2016. 313 funds tracked by Wall St. Rank hold DHC as of Q4 2017.

  • Westpac Banking Corp reported no remaining Diversified Healthcare Trust position as of Q4 2017 after selling out during the quarter.
  • Westpac Banking Corp sold 148,080 Diversified Healthcare Trust shares in Q4 2017, an estimated $2.89M.
  • Westpac Banking Corp first reported a position in Diversified Healthcare Trust in Q2 2013 and held it in 11 quarters.
  • Westpac Banking Corp's Diversified Healthcare Trust position peaked at $4.76M in Q3 2016.
  • 313 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2017.

Based on Westpac Banking Corp's 13F filing for Q4 2017, filed 18 Jan 2018.