Apriem Advisors’s National Health Investors NHI Stock Holding History

Apriem 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	-423	Closed	-$31K	–	292
2018 Q2	$31K	Buy	+423	New	+$29.9K	0.01%	291
2017 Q2	–	Sell	-423	Closed	-$31K	–	398
2017 Q1	$31K	Hold	423	–	–	0.01%	286
2016 Q4	$31K	Hold	423	–	–	0.01%	286
2016 Q3	$33K	Hold	423	–	–	0.01%	271
2016 Q2	$32K	Buy	+423	New	+$29.4K	0.01%	278
2015 Q2	–	Sell	-345	Closed	-$24K	–	666
2015 Q1	$24K	Buy	+345	New	+$24.9K	0.01%	291

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

Apriem Advisors's NHI Position: Q3 2018 in Review

Apriem Advisors sold out of National Health Investors (NHI) in Q3 2018, closing a stake of 423 shares — an estimated $31K sold.

Apriem Advisors first reported a position in NHI in Q1 2015 and held it in 6 quarters. The position peaked at $33K in Q3 2016. 229 funds tracked by Wall St. Rank hold NHI as of Q3 2018.

Apriem Advisors reported no remaining National Health Investors position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 423 National Health Investors shares in Q3 2018, an estimated $31K.
Apriem Advisors first reported a position in National Health Investors in Q1 2015 and held it in 6 quarters.
Apriem Advisors's National Health Investors position peaked at $33K in Q3 2016.
229 funds tracked by Wall St. Rank held National Health Investors as of Q3 2018.

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