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Allegis Investment Advisors’s National Health Investors NHI Stock Holding History

Allegis Investment 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
2017
Q4 		– Sell
-3,829
Closed -$296K – 270
2017
Q3 		$296K Buy
3,829
+1,098
+40% +$85.9K 0.07% 207
2017
Q2 		$216K Buy
+2,731
New +$207K 0.05% 243

Other funds holding NHI

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allegis Investment Advisors's NHI Position: Q4 2017 in Review

Allegis Investment Advisors sold out of National Health Investors (NHI) in Q4 2017, closing a stake of 3,829 shares — an estimated $296K sold.

Allegis Investment Advisors first reported a position in NHI in Q2 2017 and held it in 2 quarters. The position peaked at $296K in Q3 2017. 214 funds tracked by Wall St. Rank hold NHI as of Q4 2017.

  • Allegis Investment Advisors reported no remaining National Health Investors position as of Q4 2017 after selling out during the quarter.
  • Allegis Investment Advisors sold 3,829 National Health Investors shares in Q4 2017, an estimated $296K.
  • Allegis Investment Advisors first reported a position in National Health Investors in Q2 2017 and held it in 2 quarters.
  • Allegis Investment Advisors's National Health Investors position peaked at $296K in Q3 2017.
  • 214 funds tracked by Wall St. Rank held National Health Investors as of Q4 2017.

Based on Allegis Investment Advisors's 13F filing for Q4 2017, filed 5 Feb 2018.