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Aevitas Wealth Management’s Sabra Healthcare REIT SBRA Stock Holding History

Aevitas Wealth Management’s Portfolio SBRA Stock Details SBRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-91
Closed -$2K – 469
2018
Q1 		$2K Buy
91
+1
+1% +$18 ﹤0.01% 410
2017
Q4 		$2K Buy
+90
New +$1.79K ﹤0.01% 402

Other funds holding SBRA

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aevitas Wealth Management's SBRA Position: Q2 2018 in Review

Aevitas Wealth Management sold out of Sabra Healthcare REIT (SBRA) in Q2 2018, closing a stake of 91 shares — an estimated $2K sold.

Aevitas Wealth Management first reported a position in SBRA in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 330 funds tracked by Wall St. Rank hold SBRA as of Q2 2018.

  • Aevitas Wealth Management reported no remaining Sabra Healthcare REIT position as of Q2 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 91 Sabra Healthcare REIT shares in Q2 2018, an estimated $2K.
  • Aevitas Wealth Management first reported a position in Sabra Healthcare REIT in Q4 2017 and held it in 2 quarters.
  • Aevitas Wealth Management's Sabra Healthcare REIT position peaked at $2K in Q1 2018.
  • 330 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q2 2018.

Based on Aevitas Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.