Amica Retiree Medical Trust’s National Health Investors NHI Stock Holding History

Amica Retiree Medical Trust’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
2016 Q4	–	Sell	-360	Closed	-$28K	–	430
2016 Q3	$28K	Hold	360	–	–	0.02%	378
2016 Q2	$27K	Hold	360	–	–	0.02%	391
2016 Q1	$24K	Hold	360	–	–	0.02%	393
2015 Q4	$22K	Hold	360	–	–	0.02%	401
2015 Q3	$21K	Hold	360	–	–	0.02%	371
2015 Q2	$22K	Buy	+360	New	+$24.1K	0.02%	371
2014 Q4	–	Sell	-372	Closed	-$21K	–	376
2014 Q3	$21K	Buy	372 +27	+8%	+$1.67K	0.02%	359
2014 Q2	$22K	Hold	345	–	–	0.02%	357
2014 Q1	$21K	Hold	345	–	–	0.02%	351
2013 Q4	$19K	Buy	+345	New	+$20.5K	0.02%	358

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

Amica Retiree Medical Trust's NHI Position: Q4 2016 in Review

Amica Retiree Medical Trust sold out of National Health Investors (NHI) in Q4 2016, closing a stake of 360 shares — an estimated $28K sold.

Amica Retiree Medical Trust first reported a position in NHI in Q4 2013 and held it in 10 quarters. The position peaked at $28K in Q3 2016. 202 funds tracked by Wall St. Rank hold NHI as of Q4 2016.

Amica Retiree Medical Trust reported no remaining National Health Investors position as of Q4 2016 after selling out during the quarter.
Amica Retiree Medical Trust sold 360 National Health Investors shares in Q4 2016, an estimated $28K.
Amica Retiree Medical Trust first reported a position in National Health Investors in Q4 2013 and held it in 10 quarters.
Amica Retiree Medical Trust's National Health Investors position peaked at $28K in Q3 2016.
202 funds tracked by Wall St. Rank held National Health Investors as of Q4 2016.

Based on Amica Retiree Medical Trust's 13F filing for Q4 2016, filed 30 Jan 2017.