WA
DHC

WFG Advisors’s Diversified Healthcare Trust DHC Stock Holding History

WFG Advisors’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 		$422K Buy
20,639
+3,989
+24% +$85.1K 0.1% 223
2017
Q1 		$337K Sell
16,650
-2,959
-15% -$58K 0.09% 239
2016
Q4 		$371K Buy
19,609
+5,511
+39% +$107K 0.09% 242
2016
Q3 		$320K Buy
14,098
+13,358
+1,805% +$296K 0.08% 252
2016
Q2 		$15K Hold
740
– – ﹤0.01% 978
2016
Q1 		$13K Hold
740
– – ﹤0.01% 979
2015
Q4 		$11K Sell
740
-37
-5% -$553 ﹤0.01% 1050
2015
Q3 		$12K Buy
777
+1
+0.1% +$17 ﹤0.01% 1040
2015
Q2 		$14K Sell
776
-3,354
-81% -$66.4K ﹤0.01% 1084
2015
Q1 		$91K Buy
4,130
+800
+24% +$17.9K 0.03% 560
2014
Q4 		$73K Buy
3,330
+566
+20% +$12.4K 0.01% 741
2014
Q3 		$57K Sell
2,764
-19
-0.7% -$431 0.01% 879
2014
Q2 		$67K Buy
2,783
+8
+0.3% +$187 0.01% 802
2014
Q1 		$62K Buy
2,775
+255
+10% +$5.58K 0.01% 820
2013
Q4 		$56K Sell
2,520
-1,254
-33% -$29K 0.01% 950
2013
Q3 		$87K Buy
3,774
+2,389
+172% +$57.8K 0.01% 744
2013
Q2 		$36K Buy
+1,385
New +$37.6K 0.01% 1005

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

WFG Advisors's DHC Position: Q2 2017 in Review

WFG Advisors increased its Diversified Healthcare Trust (DHC) stake by 24% in Q2 2017, buying an estimated $85.1K and bringing the position to 20,639 shares worth $422K. The position accounts for 0.1% of the portfolio, ranked #223.

WFG Advisors first reported a position in DHC in Q2 2013 and has held it in 17 quarters since. 318 funds tracked by Wall St. Rank hold DHC as of Q2 2017.

  • WFG Advisors held 20,639 shares of Diversified Healthcare Trust worth $422K as of Q2 2017.
  • WFG Advisors bought 3,989 Diversified Healthcare Trust shares in Q2 2017, an estimated $85.1K.
  • Diversified Healthcare Trust made up 0.1% of WFG Advisors's portfolio in Q2 2017, its #223 holding.
  • WFG Advisors first reported a position in Diversified Healthcare Trust in Q2 2013 and has held it in 17 quarters since.
  • 318 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.