Apriem Advisors’s National Healthcare NHC Stock Holding History

Apriem 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	-350	Closed	-$25K	–	293
2018 Q2	$25K	Buy	+350	New	+$22.9K	0.01%	320
2017 Q2	–	Sell	-350	Closed	-$25K	–	399
2017 Q1	$25K	Hold	350	–	–	0.01%	318
2016 Q4	$27K	Hold	350	–	–	0.01%	305
2016 Q3	$23K	Hold	350	–	–	0.01%	314
2016 Q2	$23K	Hold	350	–	–	0.01%	323
2016 Q1	$22K	Hold	350	–	–	0.01%	298
2015 Q4	$22K	Hold	350	–	–	0.01%	289
2015 Q3	$21K	Hold	350	–	–	0.01%	289
2015 Q2	$23K	Hold	350	–	–	0.01%	301
2015 Q1	$22K	Buy	+350	New	+$22.2K	0.01%	304

Other funds holding NHC

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

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 New York $544B AUM 28.31% 1-Year Est. Return

Apriem Advisors's NHC Position: Q3 2018 in Review

Apriem Advisors sold out of National Healthcare (NHC) in Q3 2018, closing a stake of 350 shares — an estimated $25K sold.

Apriem Advisors first reported a position in NHC in Q1 2015 and held it in 10 quarters. The position peaked at $27K in Q4 2016. 122 funds tracked by Wall St. Rank hold NHC as of Q3 2018.

Apriem Advisors reported no remaining National Healthcare position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 350 National Healthcare shares in Q3 2018, an estimated $25K.
Apriem Advisors first reported a position in National Healthcare in Q1 2015 and held it in 10 quarters.
Apriem Advisors's National Healthcare position peaked at $27K in Q4 2016.
122 funds tracked by Wall St. Rank held National Healthcare as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.