WCM
DHC

Windsor Capital Management’s Diversified Healthcare Trust DHC Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-3,819
Closed -$61K – 168
2015
Q3 		$61K Buy
+3,819
New +$63.1K 0.04% 152
2014
Q1 		– Sell
-1,009
Closed -$22K – 123
2013
Q4 		$22K Hold
1,009
– – 0.01% 255
2013
Q3 		$23K Hold
1,009
– – 0.01% 265
2013
Q2 		$26K Buy
+1,009
New +$27.4K 0.02% 234

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Windsor Capital Management's DHC Position: Q4 2015 in Review

Windsor Capital Management sold out of Diversified Healthcare Trust (DHC) in Q4 2015, closing a stake of 3,819 shares — an estimated $61K sold.

Windsor Capital Management first reported a position in DHC in Q2 2013 and held it in 4 quarters. The position peaked at $61K in Q3 2015. 317 funds tracked by Wall St. Rank hold DHC as of Q4 2015.

  • Windsor Capital Management reported no remaining Diversified Healthcare Trust position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 3,819 Diversified Healthcare Trust shares in Q4 2015, an estimated $61K.
  • Windsor Capital Management first reported a position in Diversified Healthcare Trust in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Diversified Healthcare Trust position peaked at $61K in Q3 2015.
  • 317 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.