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Archford Capital Strategies’s National Health Investors NHI Stock Holding History

Archford Capital Strategies’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
Q3 		– Sell
-38
Closed -$2K – 692
2016
Q2 		$2K Buy
+38
New +$2.64K ﹤0.01% 590
2016
Q1 		– Sell
-68
Closed -$6K – 447
2015
Q4 		$6K Hold
68
– – ﹤0.01% 527
2015
Q3 		$4K Buy
68
+34
+100% +$2.06K ﹤0.01% 471
2015
Q2 		$2K Hold
34
– – ﹤0.01% 502
2015
Q1 		$2.41K Hold
34
– – ﹤0.01% 491
2014
Q4 		$2K Hold
34
– – ﹤0.01% 528
2014
Q3 		$2K Hold
34
– – ﹤0.01% 517
2014
Q2 		$2.13K Buy
+34
New +$2.1K ﹤0.01% 679

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
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
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Archford Capital Strategies's NHI Position: Q3 2016 in Review

Archford Capital Strategies sold out of National Health Investors (NHI) in Q3 2016, closing a stake of 38 shares — an estimated $2K sold.

Archford Capital Strategies first reported a position in NHI in Q2 2014 and held it in 8 quarters. The position peaked at $6K in Q4 2015. 210 funds tracked by Wall St. Rank hold NHI as of Q3 2016.

  • Archford Capital Strategies reported no remaining National Health Investors position as of Q3 2016 after selling out during the quarter.
  • Archford Capital Strategies sold 38 National Health Investors shares in Q3 2016, an estimated $2K.
  • Archford Capital Strategies first reported a position in National Health Investors in Q2 2014 and held it in 8 quarters.
  • Archford Capital Strategies's National Health Investors position peaked at $6K in Q4 2015.
  • 210 funds tracked by Wall St. Rank held National Health Investors as of Q3 2016.

Based on Archford Capital Strategies's 13F filing for Q3 2016, filed 14 Nov 2016.