Winslow Evans & Crocker’s Diversified Healthcare Trust DHC Stock Holding History

Winslow Evans & Crocker’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
2016 Q3	–	Sell	-1,050	Closed	-$21.9K	–	1299
2016 Q2	$21.9K	Hold	1,050	–	–	0.01%	682
2016 Q1	$18.8K	Sell	1,050 -406	-28%	-$6.34K	0.01%	719
2015 Q4	$21.6K	Sell	1,456 -7,106	-83%	-$106K	0.01%	726
2015 Q3	$137K	Sell	8,562 -4,708	-35%	-$77.8K	0.04%	341
2015 Q2	$231K	Sell	13,270 -898	-6%	-$17.8K	0.07%	284
2015 Q1	$312K	Buy	14,168 +151	+1%	+$3.37K	0.09%	234
2014 Q4	$307K	Buy	14,017 +95	+0.7%	+$2.08K	0.09%	228
2014 Q3	$289K	Hold	13,922	–	–	0.08%	249
2014 Q2	$335K	Sell	13,922 -384	-3%	-$8.97K	0.11%	201
2014 Q1	$319K	Sell	14,306 -8,616	-38%	-$188K	0.11%	205
2013 Q4	$505K	Buy	+22,922	New	+$531K	0.17%	142

Other funds holding DHC

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Winslow Evans & Crocker's DHC Position: Q3 2016 in Review

Winslow Evans & Crocker sold out of Diversified Healthcare Trust (DHC) in Q3 2016, closing a stake of 1,050 shares — an estimated $21.9K sold.

Winslow Evans & Crocker first reported a position in DHC in Q4 2013 and held it in 11 quarters. The position peaked at $505K in Q4 2013. 325 funds tracked by Wall St. Rank hold DHC as of Q3 2016.

Winslow Evans & Crocker reported no remaining Diversified Healthcare Trust position as of Q3 2016 after selling out during the quarter.
Winslow Evans & Crocker sold 1,050 Diversified Healthcare Trust shares in Q3 2016, an estimated $21.9K.
Winslow Evans & Crocker first reported a position in Diversified Healthcare Trust in Q4 2013 and held it in 11 quarters.
Winslow Evans & Crocker's Diversified Healthcare Trust position peaked at $505K in Q4 2013.
325 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2016.

Based on Winslow Evans & Crocker's 13F filing for Q3 2016, filed 21 Oct 2016.