Acorn Wealth Advisors’s National Health Investors NHI Stock Holding History

Acorn Wealth Advisors’s Portfolio NHI Stock Details NHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-184	Closed	-$14K	–	322
2018 Q2	$14K	Hold	184	–	–	0.01%	449
2018 Q1	$13K	Hold	184	–	–	0.01%	467
2017 Q4	$14K	Buy	+184	New	+$14.3K	0.01%	434

Other funds holding NHI

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Acorn Wealth Advisors sold out of National Health Investors (NHI) in Q3 2018, closing a stake of 184 shares — an estimated $14K sold.

Acorn Wealth Advisors first reported a position in NHI in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q2 2018. 229 funds tracked by Wall St. Rank hold NHI as of Q3 2018.

Acorn Wealth Advisors reported no remaining National Health Investors position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 184 National Health Investors shares in Q3 2018, an estimated $14K.
Acorn Wealth Advisors first reported a position in National Health Investors in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's National Health Investors position peaked at $14K in Q2 2018.
229 funds tracked by Wall St. Rank held National Health Investors as of Q3 2018.

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