Westside Investment Management’s Diversified Healthcare Trust DHC Stock Holding History

Westside Investment Management’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	-401	Closed	-$6.9K	–	726
2018 Q3	$6.9K	Buy	401 +100	+33%	+$1.84K	﹤0.01%	552
2018 Q2	$5.44K	Hold	301	–	–	﹤0.01%	664
2018 Q1	$4.62K	Hold	301	–	–	﹤0.01%	672
2017 Q4	$5.51K	Hold	301	–	–	﹤0.01%	672
2017 Q3	$5.85K	Hold	301	–	–	﹤0.01%	649
2017 Q2	$5.84K	Hold	301	–	–	﹤0.01%	637
2017 Q1	$6.31K	Hold	301	–	–	﹤0.01%	590
2016 Q4	$5.69K	Buy	+301	New	+$5.83K	﹤0.01%	492

Other funds holding DHC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westside Investment Management's DHC Position: Q4 2018 in Review

Westside Investment Management sold out of Diversified Healthcare Trust (DHC) in Q4 2018, closing a stake of 401 shares — an estimated $6.9K sold.

Westside Investment Management first reported a position in DHC in Q4 2016 and held it in 8 quarters. The position peaked at $6.9K in Q3 2018. 328 funds tracked by Wall St. Rank hold DHC as of Q4 2018.

Westside Investment Management reported no remaining Diversified Healthcare Trust position as of Q4 2018 after selling out during the quarter.
Westside Investment Management sold 401 Diversified Healthcare Trust shares in Q4 2018, an estimated $6.9K.
Westside Investment Management first reported a position in Diversified Healthcare Trust in Q4 2016 and held it in 8 quarters.
Westside Investment Management's Diversified Healthcare Trust position peaked at $6.9K in Q3 2018.
328 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.