AWA
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Acorn Wealth Advisors’s National Healthcare NHC Stock Holding History

Acorn Wealth Advisors’s Portfolio NHC Stock Details NHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-269
Closed -$19K – 323
2018
Q2 		$19K Hold
269
– – 0.02% 401
2018
Q1 		$17K Hold
269
– – 0.01% 413
2017
Q4 		$17K Buy
+269
New +$17.2K 0.02% 401

Other funds holding NHC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Acorn Wealth Advisors's NHC Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of National Healthcare (NHC) in Q3 2018, closing a stake of 269 shares — an estimated $19K sold.

Acorn Wealth Advisors first reported a position in NHC in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q2 2018. 122 funds tracked by Wall St. Rank hold NHC as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining National Healthcare position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 269 National Healthcare shares in Q3 2018, an estimated $19K.
  • Acorn Wealth Advisors first reported a position in National Healthcare in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's National Healthcare position peaked at $19K in Q2 2018.
  • 122 funds tracked by Wall St. Rank held National Healthcare as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.